Community Investment & Retirement Services

Community Investment & Retirement Services is a financial firm that helps people nearing retirement turn their savings into steady income that can last. Its advisors focus on income-generating investments, including individual bonds rather than bond mutual funds, and offer retirement, financial, tax and estate planning, Social Security strategy, rollover IRA work and wealth preservation. Estate and tax help comes through local attorneys and CPAs the firm works with.

The firm is a franchise of The Retirement Income Store and is family run. Free consultations can be booked online or by phone, and virtual meetings are available. Investment advisory services are provided through Sound Income Strategies, LLC, a separate registered advisory firm. The office is in Leominster.