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

James E. Gallagher
Financial Services Representative
Suffolk Federal Medford Branch
631.830.4025, ext. 8362
james.gallagher@lpl.com

Mark S. Filiberto
Financial Services Representative
Suffolk Federal Islandia Branch
631.830.4025, ext. 8363
mark.filiberto@lpl.com

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

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Suffolk Federal and Suffolk Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Suffolk Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the Suffolk Federal Credit Union and are not endorsed, recommended or guaranteed by Suffolk Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

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