Wealth Management

There are many important financial decisions that must be made throughout life, so HarborOne along with MEMBERS Financial Services help customers with all their financial needs. Whether it’s a newly married young couple, parents planning for a child’s education, planning for retirement or someone facing an unexpected job change, a MEMBERS Financial Services advisor can help you reach your financial goals.

The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving Financial Institution Customers. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com

The MEMBERS Financial Services Program, CUNA Brokerage Services, Inc., and CUNA Mutual Group are not affiliates of HarborOne Bank. Please note that products and services provided through the MEMBERS Financial Services Program are not FDIC or DIF insured and may lose value.

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? Contact one of the MEMBERS Financial Services advisors today to schedule a no-cost, no-obligation appointment.

Our advisors can assist you with:

  • Estate Conservation 
  • Insurance Planning
  • Investment Planning
  • 401(k) Planning
  • Business Planning
  • Retirement Planning
  • Education Funding

Whether they are large or small, contact an Advisor today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

Helpful Links

Check the background of any investment professional on FINRA's BrokerCheck.

Mark F Helfrich
Financial Advisor

Mark F Helfrich

Email: mark.helfrich@cunamutual.com
Telephone: 508-895-1414
Locations: Abington, Campello, Canton, Montello, Plymouth, Randolph, Quincy

Joseph Shea
Financial Advisor

Joseph Shea, Financial Advisor

Email: joseph.shea@cunamutual.com
Phone: 508-895-1454
Locations: Bridgewater, Easton, East Providence, Legion, Mansfield, Middleboro, Raynham, Stoughton and West

Michael Roan
Financial Advisor

Michael Roan, Financial Advisor

Email: mike.roan@cunamutual.com
Phone: 508-895-1478
Locations: Attleboro, Cowesett, Cranston East, Cranston West, East Greenwich, Lincoln, Providence, Warwick and Woman & Infants

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