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Personal Guidance for Your Financial Future

Work with financial professionals who take the time to understand your goals, answer your questions and help you plan with confidence.
Adirondack chairs on a dock
Financial Guidance That Starts With You

The Service Financial Group program is offered through LPL Financial, a broker-dealer focused on serving credit union members.

Financial planning is personal. Rich Wallner and McKeea Fields take the time to learn what matters most to you, explain your options clearly and help you build a strategy around your life and financial goals.

Whether you are preparing for retirement, investing for the future or navigating an important life change, you will receive thoughtful, one-on-one guidance throughout the process.

Guidance for Life’s Important Financial Decisions

Your financial needs, priorities and questions are unique. Rich and McKeea can help you understand your options and develop a strategy designed around where you are today and where you hope to go.

Services Include:

Retirement Planning

Retirement Planning

Prepare for retirement with a personalized strategy built around your goals, timeline and financial needs.
Retirement Investment Services

Retirement Investment Services

Develop an investment approach aligned with your retirement objectives, comfort with risk and long-term plans.
Estate Planning Guidance

Estate Planning Guidance

Consider the financial aspects of your legacy and coordinate your plans with the appropriate legal and tax professionals.

A More Personal Approach to Financial Planning

Financial planning should feel like a conversation, not a transaction. Rich and McKeea are committed to building lasting relationships with the members they serve, providing guidance that is understandable, responsive and tailored to the individual.

One-on-One Attention

One-on-One Attention

Start with a conversation about your priorities, concerns and the future you are working toward.
Guidance Tailored to You

Guidance Tailored to You

Receive recommendations informed by your goals, circumstances and comfort level, not a one-size-fits-all approach.
Support Through Life’s Changes

Support Through Life’s Changes

Continue the conversation as your needs evolve, from career and family milestones to retirement and legacy planning.

Get to Know Your Advisors

Rich Wallner
Rich Wallner, CFP®, CLU®


LPL Financial Advisor

Rich brings 17 years of financial services experience, including five years with Service Financial Group. He works closely with members to understand their goals and develop thoughtful financial strategies focused on their individual needs and best interests.

Outside of work, Rich is an active volunteer in North Reading, Massachusetts, where he serves on the Select Board and has supported several community organizations. A Berklee College of Music graduate, he also performs music professionally in his spare time.

Schedule Time With Rich
Mckeea Fields
McKeea Fields, SIE, Series 7, Series 66

LPL Financial Advisor
Securities registrations held through LPL Financial

With more than a decade of financial industry experience, McKeea helps members plan for retirement and navigate major life events, including marriage, divorce and college planning. She is committed to making financial conversations approachable and helping each member move forward with greater clarity.

McKeea holds a Bachelor of Science in Accounting from Southern New Hampshire University. She serves on the Manchester YMCA Advisory Board and plays saxophone with the New Horizons Band in Portsmouth.

Schedule Time With McKeea
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Service Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Service Credit Union for these referrals.  This creates an incentive for Service Credit Union to make these referrals, resulting in a conflict of interest.  Service Credit Union is not a current client of LPL for advisory services.  Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

*Securities offered through LPL Financial (LPL), a registered broker-dealer, member FINRA/SIPC. Investment Advisor Representatives conducting business as Service Financial Group offer investment advisory services through LPL, a registered investment advisor. Insurance products are offered through LPL or its licensed affiliates. Service Credit Union and Service Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Service Financial Group, and may also be employees of Service Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Service Credit Union or Service Financial Group.

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

 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS