Community Investment & Retirement Services

Community Investment & Retirement Services We can help to transform your savings into a renewable source of steady income that can last throughout retirement.

Today, we pause to reflect, renew, and focus on what matters most. Wishing peace and gratitude to all this Good Friday. ...
04/03/2026

Today, we pause to reflect, renew, and focus on what matters most. Wishing peace and gratitude to all this Good Friday. Our office will be closed today in observance of Good Friday and will reopen Monday, April 6.

Presidents’ Day reminds us that thoughtful leadership creates lasting impact. The same approach applies to your financia...
02/16/2026

Presidents’ Day reminds us that thoughtful leadership creates lasting impact. The same approach applies to your financial journey plan with purpose. Our office will be closed today for Presidents’ Day and will reopen tomorrow, Tuesday, Feb 17.

What insurance gives you peace of mind.Caption: Insurance protects more than money — it protects peace of mind. What cov...
02/10/2026

What insurance gives you peace of mind.
Caption: Insurance protects more than money — it protects peace of mind. What coverage do you rely on most to keep your family and retirement safe?

Secure your legacy with care.“The best time to plant a tree was 20 years ago. The second-best time is now.” Reviewing yo...
02/05/2026

Secure your legacy with care.
“The best time to plant a tree was 20 years ago. The second-best time is now.” Reviewing your beneficiaries ensures your hard work protects those you love.

Keep your beneficiaries up to date.Life changes fast. Take a moment to review your account titles and beneficiaries. It’...
02/03/2026

Keep your beneficiaries up to date.
Life changes fast. Take a moment to review your account titles and beneficiaries. It’s a simple step that can prevent complications for loved ones later.

Turn goals into progress.“A dream written down with a date becomes a goal.” Setting SMART goals helps turn your financia...
01/29/2026

Turn goals into progress.
“A dream written down with a date becomes a goal.” Setting SMART goals helps turn your financial vision into achievable steps for the year.

Define your starting point.Tracking your net worth gives a clear picture of where you stand. Have you reviewed your asse...
01/27/2026

Define your starting point.
Tracking your net worth gives a clear picture of where you stand. Have you reviewed your assets and debts this year yet?

Let automation work for you.“Wealth is built by consistency, not intensity.” Automating contributions to savings and ret...
01/22/2026

Let automation work for you.
“Wealth is built by consistency, not intensity.” Automating contributions to savings and retirement accounts helps build steady, long-term progress.

Build momentum automatically.Setting automatic deposits makes saving easier and more reliable. What financial task could...
01/20/2026

Build momentum automatically.
Setting automatic deposits makes saving easier and more reliable. What financial task could you automate this month to simplify your routine?

Building stronger futures through shared vision.Dr. King’s message of service inspires us to build lasting change throug...
01/19/2026

Building stronger futures through shared vision.
Dr. King’s message of service inspires us to build lasting change through compassion and commitment. Together, we can create stronger futures for every generation. Our office is closed today in observance of MLK Day.

Building your financial safety net.A strong emergency fund reduces stress and protects long-term goals. How many months ...
01/15/2026

Building your financial safety net.
A strong emergency fund reduces stress and protects long-term goals. How many months of expenses do you aim to keep saved?

Address

142 Main Street
Leominster, MA
01453

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

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