Investment Services

Pursue Your Financial Goals

We want to help Freedom Credit Union members set and work towards their financial goals and make informed decisions about their investments. The FCU Investment Services team considers your unique circumstances and provides personalized services. We’ll help you see the big picture and think long-term about your financial future.

Our services include:

  • Investment Strategy and Management
  • Estate Planning
  • College Savings Plans and Custodial Accounts
  • Mutual Funds and Annuities
  • Long-Term and Disability Income Insurance
  • Life Insurance

Financial Experience

Whether you are saving for your child’s college education, your own retirement, or have other goals, financial planning doesn’t have to be complicated. Contact us to schedule an appointment today.

Broker Check

Jack Vadnais, CFP®

Director of FCU Investment Services and LPL Financial Advisor
1976 Main Street, Springfield, MA

Email: jack.vadnais@lpl.com

Direct: (413) 505-5724
Cell: (413) 575-5483
Fax: (413) 732-1151

Jack joined Freedom in 2011 as a financial advisor and was named Director of FCU Investment Services in 2019. A Navy veteran, he is a graduate of Bridgewater State College, a CERTIFIED FINANCIAL PLANNER™ professional and a licensed insurance agent. He manages all aspects of the division and assists Freedom Credit Union members in working towards their financial goals. Licensed in MA, CA, CT, MI, FL, RI, SC, TX and Puerto Rico.

Michael S. Johnson

Associate Director of FCU Investment Services and LPL Financial Advisor
191 Avenue A, Turners Falls, MA

Email: m.s.johnson@lpl.com

Direct: (413) 505-5815
Cell: (413) 387-9341
Fax: (413) 863-0135

Prior to joining Freedom in 2019, Michael served for nearly 15 years as vice president and financial advisor at Greenfield Cooperative Bank. He received his bachelor’s degree in economics from The University of Massachusetts-Amherst and is a Paul Harris Fellow. A former, long-time member of the Rotary Club of Franklin County, twice serving as its president, he also served as vice president of the Greenfield Community College Foundation. He primarily works with Freedom’s members in the Franklin County area, advising them about their investment portfolios and providing information about theFCU Investment Services. Licensed in MA, VT, CT, FL and VA.

You can schedule an appointment with one of our financial advisors
using the contact information above or by completing this form:

Securities and advisory

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MA, CA, CT, MI, FL, RI, SC, TX and Puerto Rico (Jack Vadnais) and MA, VT, CT, FL and VA (Michael Johnson)

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Freedom Credit Union and FCU Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name FCU Investment Services and may also be employees of Freedom Credit Union.

These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Freedom Credit Union or FCU Investment Services. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured By NCUA or Any Other Government Agency
  • Not Credit Union Guaranteed
  • Not Credit Union Deposits or Obligations
  • May Lose Value

We use cookies on this site to enhance your user experience. By clicking the Dismiss button on this page, you are giving your consent for us to set cookies. Privacy Policy

Dismiss

Skip to content