More Ways to Help You Pursue Your Goals

At Suffolk Wealth Management, we’re ready to do all we can to help you work toward your financial goals.

This program offers you a range of investment options, delivered by experienced financial services representatives who can help you choose the ones that are best for you:

  • Mutual Funds
  • Stocks & Bonds
  • Fixed & Variable Annuities

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
631.714.2974, ext. 8362
james.gallagher@lpl.com

Mark S. Filiberto
Financial Services Representative
Suffolk Federal Islandia Branch
631.714.2974, ext. 8363
mark.filiberto@lpl.com

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

Learn more about investing with one of the many financial empowerment courses Suffolk Federal is proud to offer.

 

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