Plan for Your Future with a Little Help
Helping you plan for your financial future is important to us. That’s why we have financial service representatives located at our credit union to make the process easier. Suffolk Wealth Management, through LPL Financial, offers retirement planning and IRAs to credit union members who want to start planning for retirement now.
All Suffolk Federal members have access to Suffolk Wealth Management to help you identify your financial goals and objectives, analyze your financial situation and receive recommendations to help you pursue financial security.
A financial future with less uncertainty? We see it too.
Contact our financial services representative to learn more and get started today!
Financial Services Representative
Available by Appointment
631.924.8000, ext. 8363
Check the background of these investment professionals on FINRA’s BrokerCheck.
Guided Wealth Portfolios
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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: New York