Plan for Your Future with a Little Help

At Suffolk Federal, helping you plan for your financial future is important to us. That’s why we have financial service representatives at our credit union to make the process easier. We also offer retirement planning and IRAs to credit union members who want to start planning for retirement now.

All Suffolk Federal members have access to our SFCU Trust & Financial Services Program to help you identify your financial goals and objectives, analyze your financial situation and receive recommendations to help you achieve financial security.

A financial future with less uncertainty? We see it too.

Contact one of our financial services representatives to learn more and get started today!

James E. Gallagher
SFCU Trust & Financial Services Representative
Suffolk Federal Medford Branch
631.830.4025, ext. 8362
jim.gallagher@cunamutual.com

Mark S. Filiberto
SFCU Trust & Financial Services Representative
Suffolk Federal Islandia Branch
631.830.4025, ext. 8363
mark.filiberto@cunamutual.com

Check the background of these investment professionals on FINRA’s BrokerCheck.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America FR 1796054.1-0517-0619