Home | Harvard FCU Investment Services

Investing, uncomplicated.

Investing, uncomplicated.

Get on the path to your investment goals with straightforward, rewarding services!

Schedule an Appointment

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

About Us

About Us

A comprehensive investment strategy depends on understanding your goals. That's why we begin by reviewing your risk tolerance and time horizon before incorporating your financial goals into our data-driven approach.

How we Can Help

In addition to working on your behalf, we can simplify your financial life and help provide the freedom to focus on the things that matter most to you.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team supporting you every step of the way.

Learn more

Lifestyle

Dream big, have fun. It's time to maximize the return on your life.

Learn more

Investment

Our investment team can create a portfolio that's designed to fit your lifestyle.

Learn more

Taxes

We have resources that can help resolve some of the most sophisticated tax issues.

Learn more

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate strategy for your family's situation.

Learn more

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you build for tomorrow.

Learn more

Our Process

Whether you’re planning for retirement, saving for a milestone, or just starting to think about your financial goals—we can help!

Analyze

Understand your individual goals and analyze your financial plan.

Plan

Develop a personalized strategy to help reach your financial goals.

Review

Create a retirement review schedule and address life-changing events.

Products & Services

We work with the nation’s leading mutual fund, annuity, and insurance companies to offer you a broad and unbiased selection of investment, advisory, and insurance products and services.

Stocks & Bonds
Mutual Funds
Life Insurance & Long-term Care
Annuities
AD&D Insurance
Professionally Managed Accounts

Speak with an Advisor

Name

Email

Address

Phone

Question

Thank you!

Oops!

Call Us

(617) 245-6700

Address

104 Mount Auburn Street

Cambridge, MA 02238

Contact

Office: (617) 245-6700

104 Mount Auburn St.

Cambridge, MA 02238

dennis.sexton@harvardfcu-lpl.com

Quick Links

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Harvard Federal Credit Union and Harvard FCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Harvard FCU Investment Services and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Harvard Federal Credit Union and Harvard FCU Investment Services. Securities and insurance offered through LPL or its affiliates are:

^{NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY}	^{NOT CREDIT UNION GUARANTEED}	^{NOT CREDIT UNION DEPOSITS OR OBLIGATIONS}	^{MAY LOSE VALUE}

Your 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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.