Financial Planning

At Suffolk Federal, helping you to plan for your future is important to us. When it comes to learning about investments or planning for retirement, our Financial Services Representative is here to help.

Members Financial Services Logo and Link

We also provide all of our members Suffolk Federal's MEMBERS® Financial Services Program, a personal financial management service that can help you identify financial goals and objectives, analyze your financial situation and recommend methods to help you achieve financial security. We can give you the tools necessary to manage your finances in the face of inflation, taxation, and other uncertainties of life.

To learn more, contact our Financial Services Representative today or take a look at the valuable links below!

Jim GallagherJames E. Gallagher
Members Financial Services Representative
Suffolk Federal Medford Branch
631.924.8000 x8362

Check the background of this investment professional on FINRA's BrokerCheck.

Jim GallagherMark S. Filiberto
Members Financial Services Representative
Suffolk Federal Islandia Branch
631.924.8000 x8363

Check the background of this investment professional on FINRA's BrokerCheck.



Uninsured Investment Products

Uninsured investment products offered 1) are not federally insured; 2) are not obligations of the credit union; 3) are not guaranteed by the credit union or any affiliated entity; and 4) involved investment risks, including the possible loss of principal.

Representatives are registered, securities are sold, and investment advisory services are offered through CUNA Brokerage Services, Inc. (CBS), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. FR-1135163.1-0215-0317.

CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.