Community Investments & Retirement Services
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Community Financial and Retirement Services
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Questions? Comments? Want to book an appointment?  Feel free to send us a message!

    Contact Information

    4 Nobile Pl

    Leominster, MA 01453

    (978) 840-4288

    Email us
    Community Financial & Retirement Services

    Monday: 8:30am - 4pm
    Tuesday: 8:30am - 4pm
    Wednesday: 8:30am - 4pm
    Thursday: 8:30am - 4pm
    Friday: 8:30am - 4pm
    Saturday and Sunday: Closed

    (978) 840-4288
    (800) 371-5552

    Fax: (978) 840-4399

    We are conveniently located in beautiful, safe Leominster, Massachusetts.

    4 Nobile Place
    Leominster, MA 01453

    Can't visit or call us during our normal business hours? Leave us an email! We will work around your schedule

    [email protected]

    All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Community Financial & Retirement Services. and our editorial staff.

    Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business.

    Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Community Financial & Retirement Services and Sound Income Strategies LLC are not associated entities.

    © 2022 Sound Income Strategies

    www.sec.gov
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    • Resources
      • Videos
      • Blog Posts
    • Featured Products
      • Annuities
      • Mutual Funds
      • Stocks and Bonds
      • Life Insurance
      • Long Term Care Insurance
    • Featured Services
      • In-Service Withdrawals
      • Financial Needs Analysis
      • Fiduciary Advisor
      • 401K / Retirement Rollovers
      • Inherited IRA
    • IRAs
    • Contact Us