Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.  Merck Sharp & Dohme Federal Credit Union (MSDFCU) and New Britain Financial Advisors are not registered as a broker-dealer. Registered representatives of LPL offer products and services using New Britain Financial Advisors, and may also be employees of MSDFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MSDFCU or New Britain Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

Not NCUA Insured

Not Credit Union Guaranteed

May Lose Value


The LPL Financial registered representatives 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.

Merck Sharp & Dohme Federal 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 brokerage or advisory services.

Please visit for more detailed information:

LPL Financial Form CRS

335 W Butler Ave
Chalfont, PA 18914
United States

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.