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Investment Services

Ian offers a variety of products and services to help you solve today's personal and business financial problems and to prepare for the future.

Ian Frederick

Ian Frederick, CFBS

Financial Planner with Commonwealth Financial Group

 

To schedule a no obligation consultation, contact Ian at (603) 489-6141 or ifrederick@financialguide.com.

View our Customer Relationship Summary

Logo - Commonwealth Financial Group

 

Financial Resource Services

  • Review of Savings and Investments
  • Retirement Income Needs Review
  • Life, Disability Income and Long Term Care Insurance Needs

Retirement Products & Services

  • Individual Retirement Accounts (IRAs)
  • 401(k) / 403(b) / 457(b) / Pension Rollovers
  • Fixed and Variable Annuities
  • Retirement Needs Review

Tuition Funding Programs

  • 529 College Savings Accounts
  • College Costs Analysis
  • Insurance and Investment Products

Estate Planning

  • Estate Preservation
  • Tax Reduction Strategies
  • Charitable Giving/Gifting

Investment Products

  • Mutual Funds
  • Securities Brokerage Services
  • Variable Annuities
  • Unit Investment Trusts

Check the background of this investment professional on Broker Check by FINRA

Investments and/or insurance products offered:
ARE NOT insured by the NCUA or any other federal government agency
ARE NOT credit union deposits or other obligations of or guaranteed by the Credit Union
ARE subject to investment risks, including the possible loss of principal amount invested

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) and are not subsidiaries of MassMutual or its affiliated companies. Ian Frederick is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory Address: 280 Congress Street, Suite 1300, Boston, MA 02110 (617) 439-4389.

CRN202708-7004482

Members First Credit Union of New Hampshire receives compensation from MML Investors Services (MMLIS) and its affiliates for referring clients to MMLIS and its representatives for securities, insurance and investment advisory products and services. As a result, Members First Credit Union of New Hampshire has an incentive to refer clients to MMLIS and its representatives, resulting in a material conflict of interest.

MMLIS’s affiliates include Massachusetts Mutual Life Insurance Company (MassMutual), C.M. Life Insurance Company (CM Life), and MML Insurance Agency, LLC (MMLIA).

For the products and services offered through MMLIS, Members First Credit Union of New Hampshire will receive 70% of the dealer concessions, commissions and advisory fees received by MMLIS. For products offered through MMLIA, Members First Credit Union of New Hampshire will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative. For all products offered by MassMutual and CM Life, Members First Credit Union of New Hampshire will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative.

Members First Credit Union of New Hampshire is not affiliated with MMLIS or any of MMLIS’s affiliates (including MassMutual), and Members First Credit Union of New Hampshire is not a client of MMLIS.

Securities products and investment advisory services are offered through representatives of MML Investors Services, LLC, Member SIPC® and a Massachusetts Mutual Life Insurance Company subsidiary, 1295 State Street, Springfield, MA 01111.