Broker Check

About Us

Central One Retirement & Investment Center
Serving You Since 1998

We were established in 1998 to provide advanced financial services. Since then, our core purpose has been to deliver value for those who entrust their assets to our care.

We do this by taking the time to understand your personal situation, your goals, and the beliefs that form them. We make recommendations that honor the important things that guide your unique journey in Life.


Our Philosophy

Our Mission

To work in partnership with our affiliates to provide financial well-being to our clients, breaking down the barriers of complexity, fear, and access when it comes to their financial needs.

Our Core Values

Honesty. Integrity. Empathy. Respect.

These ideals guide us every day and with every client.

Our Approach

As we navigate your financial goals together, you should always feel comfortable asking questions and providing feedback.

What matters to you, matters to us. 

What You Can Expect As We Work Together 

What You Can Expect As We Work Together 

Discovery & Awareness

We’ll take the time to listen to you, so we understand the facts and feelings behind your goals.


Understanding & Knowledge

We’ll confirm our mutual understanding throughout each discussion, ensuring that together we respect how all aspects of your plan inter-relate. We'll provide information and resources so you can make informed decisions. We want you to have peace of mind along the way, regardless of what surprises may arise. 


Focus & Fine-tuning

While adjusting to meet your current priorities, we will always keep your long-term goals and ideals top-of-mind throughout your journey.

Meet Your Team
Our People Are Our Greatest Asset

Hope Dennis

Hope Dennis

LPL Financial Advisor

508-841-0506

Jeff Singer

Jeff Singer

LPL Financial Advisor

508-841-0635

Samantha Welsh

Samantha Welsh

LPL Financial Advisor

508-841-0564

Our Process:
We Strive for excellence
as much as you do

Step 1: Discovery Meeting

We'll discuss the facts, feelings, and values that got you where you are today. Then we'll explore the dreams you want to achieve, defining the What, When, Who, How, and Why of getting there.

What's most important to you?

Step 2: Build Your Plan

We'll take time to carefully draft a plan based on what is important to you. A detailed presentation will explain our recommendations, allowing you the opportunity to ask questions and confirm we're on the same page.  

Step 3: Enjoy Life

During your journey we'll be right there with you, meeting regularly to guide any adjustments needed to help you stay on track. 

Let's Get Started

FAQS 

What makes the Central One Retirement & Investment Center team different?

Our team takes a relationship-based holistic approach to financial planning. We focus on understanding each client's goals, concerns, and financial priorities before developing personalized recommendations. We believe financial planning is about more than investment; it's about helping people make informed decisions throughout every stage of life.

How do your advisors help clients?

Our advisors help clients evaluate their current financial situation, establish goals, create financial plans, develop investment strategies, prepare for retirement, manage retirement income, and navigate major life transitions. We work as partners in helping clients pursue long-term financial confidence.

Do I need a financial advisor?

Many people benefit from working with a financial advisor when planning for retirement, managing investments, preparing for major life events, or developing a long-term financial strategy. An advisor can provide guidance, education, and personalized recommendations based on your unique circumstances.

Do I need a financial plan?

A financial plan can help provide clarity and direction for important financial decisions. Whether you're saving for retirement, building wealth, funding education, or planning for future income needs, a personalized financial plan can help create a roadmap toward your goals.

What services does the Central One Retirement & Investment Center team provide?

Our team provides guidance on retirement planning, investment management, wealth management, retirement income strategies, education funding, insurance planning, IRAs, annuities, and comprehensive financial planning designed to support long-term financial goals.

Is Central One Retirement & Investment Center part of Central One Federal Credit Union?

Yes. Central One Retirement & Investment Center is the retirement and investment services division associated with Central One Federal Credit Union. This relationship allows clients to work with valued financial professionals while benefiting from the values and member-focused philosophy that have long been part of Central One.