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Investment Services Team

Advice & Review

Today's financial markets offer considerable opportunity for investors, but are you finding it hard to locate and decide on the opportunities that are right for you? Wherever you are in your life, it's always a good time for an objective investment review, as well as easy to understand advice and guidance.

From selecting your 401K investment options, investment counseling, financial, retirement or estate planning, Sunmark's talented staff of financial professionals will earn your trust with personal service and attention to your individual situation, goals and objectives.

* The financial consultants of Sunmark Member Investment Services are Registered Representatives with and securities are offered through LPL Financial. Member FINRA/SIPC. Sunmark Member Investment Services is a division of Sunmark Federal Credit Union. Investments are not guaranteed by the credit union or insured by the NCUA and involve risk including the possible loss of principal amount invested. Sunmark Federal Credit Union is not a registered broker/dealer and is not affiliated with or endorsed by LPL Financial.

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Securities and Insurance products offered
through LPL Financial and its affiliates member FINRA/SIPC
Not NCUA Insured No Credit UnionMay 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.