Investment and Retirements News and Resources

Ridgedale Wealth Team

Investment & Retirement News and Resources

Complimentary Investment & Retirement Seminars

Register online by clicking on the seminar registration buttons below.
*Please note that all scheduled events may be subject to change.

Social Security and Retirement - Wednesday, January 8th – 6:00 pm
Understanding Medicare - Tuesday, January 21st – 6:00 pm
Income for Life - Wednesday, February 12th – 6:00 pm
Three Transitions to Retirement - Wednesday, February 26th – 6:00 pm

Your Wealth Team

Ridgedale FCU Wealth Management Team

Matthew Kroll
Senior Sales Assistant
m.kroll@lpl.com

Mary LaFerriere
VP Wealth Management
mary.laferriere@lpl.com

Michele Martine
Client Services Manager
michele.martine@LPL.com

Text or call our office at 973.947.0942




Articles from Ridgedale Wealth Team:

Financial Planning Services
Ridgedale Management Team
The financial professionals at Ridgedale Wealth Team are registered representatives with, and 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. Ridgedale Federal Credit Union and Ridgedale Wealth Team are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ridgedale Wealth Team, and may also be employees of Ridgedale Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ridgedale Federal Credit Union or Ridgedale Wealth Team. 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

Your Credit Union (“Financial Institution”) 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. The Financial Institution 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.

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.
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