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 analyze your investment needs and help create a financial plan designed to work toward pursuing your unique goals.
Advisor, LPL Financial located at SCU
Office Phone: 508-909-7156
Mobile Phone: 413-523-2340
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 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
Southbridge Credit Union (“SCU”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. SCU is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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
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. Southbridge Credit Union is not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using LPL Financial, and may also be employees of Southbridge Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Southbridge Credit Union. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, FL, MA, NH.