Helping to Pursue Your Financial Goals
Our LPL Financial Advisor
We are pleased to introduce David Petruzzelli, Financial Advisor through LPL Financial located at SCU. David is an LPL Investment Advisor Representative with 25 years of experience, trained to objectively analyze your investment needs and help create a financial plan designed to work toward pursuing your unique goals.
Advisor, LPL Financial located at SCU
Degree in Finance from Northeastern University
“As a financial advisor, my goal is to help my clients develop a sound financial plan based on two key aspects: protection and access to funds when needed. I take into account key stages of life and prepare a plan that best addresses long-term objectives and goals.”
Let David become your trusted advisor and be your advocate every step of the way! Schedule a no-obligation appointment with David and gain valuable information on investing topics, including:
- Investment Allocation – Risk Management
- Retirement Income Planning
- IRA Rollover Services
- Estate Planning
- Wealth Transfer Strategies
- College Savings – 529 Plans
- Succession Planning
- Brokerage Services
Check the background of your financial professional on FINRA’s BrokerCheck.
Investment services available through
LPL Financial located at SCU
888-599-2265 | southbridgecu.com
You are about to enter a website hosted by an organization separate from Southbridge Credit Union. The products and services on this website are being offered through LPL Financial or its affiliates, which are separate entities from, and not affiliates of, Southbridge Credit Union.