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Investment Services Team

Advisor-Based Investing

If you're interested in taking advantage of today's market opportunities on your terms, contact one of Sunmark's brokers today for a discussion of your interests, concerns and goals. You'll get objective advice suited to your risk tolerance and personal situation as well as the resources you need to make your decisions happen.

Stocks and Bonds
Mutual Funds
Annuities
Alternative Investments
529 Plans

Financial Planning
Retirement Planning
Estate Planning
IRA & 401(k) Rollovers

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Securities and Insurance products offered
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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.