Business Investment Services

Sunmark Member Investment Services has a single goal: to help members make the most of their money. These days, people and businesses are working to regain a sense of control over their financial future so they can once again progress toward financial goals. That's where we can help. By focusing on the individual situation of your business, we'll help you with objective, easy to understand advice and guidance in support of your goals.

To learn more, click on any of our Investment Services below or call (518) 347-3101 for more information.

Advice & Review Services
Employer Retirement Plans
Employee Benefits
Business Continuation
Estate Plans
Taxes

SPEAK TO A LIVE OPERATOR

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Securities and Insurance products offered through LPL Financial and its affiliates member FINRA/SIPC
Not NCUA Insured	No Credit Union	May Lose Value
Sunmark Federal Credit Union is not a registered broker/dealer, nor is affiliated with LPL Financial.Member FINRA/SIPC.

Financial Planning offered through LPL Financial, a SEC Registered Investment Advisor.

* This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Represenatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all the investments aand services are available in every state.