Investment Services

It’s now easier than ever to get professional investment guidance.

With the multitude of investments currently available, you need knowledge and experience to make careful investment decisions in order to achieve your long-term financial goals. That’s why Milford Federal Federal Investment Services offers all customers a complimentary financial consultation with Jerry Clark, our Financial Consultant. Jerry will personally work with you to help you build an investment strategy, understand your options, and help you make informed decisions, with absolutely no obligation.

To learn more about each product or service, browse through the list below, and click on the appropriate link in the MORE INFORMATION column.
  Meet Jerry Clark
Financial Consultant
   
   

Milford Federal Investment Services
Products and Services
PRODUCTS Financial Objectives CHOICES MORE
INFORMATION
TAX-
ADVANTAGED
INVESTMENTS

Retirement Savings and
Retirement Income Products
  • Fixed
  • Variable
  • Immediate
 Fixed Annuities
Variable Annuities
Immediate Annuities
Investing for Retirement
MUTUAL FUNDS

Long-term or short-term
investing needs

 
  • Growth
  • Income
  • Value
  • Tax-Advantaged
 Mutual Funds
BROKERAGE

Differences between
purchasing equity(stock)
and debt (bonds), and the
associated risk and returns.
  • Stocks
  • Bonds
 Stocks
Bonds
 
Before making any investment decisions, speak with our financial consultant to help you design an asset allocation strategy based on your financial objectives and risk tolerance. Now is the time to get started on the path to smart investing. Take advantage of a complimentary financial consultation today by calling Jerry Clark, Financial Consultant, at 800-478-6990 ext. 212 or email him at Gerald.Clark@lpl.com

Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. Milford Federal Savings & Loan Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE
NOT A BANK DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents in the following states: Massachusetts, Rhode Island and Connecticut.