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Sunmark Member Investment Services* -
Financial Guidance

Only you know what you want out of life! That's why we work with you to help you determine the best way to reach your financial goals. Whether you're newly creating a personal financial strategy or you're in the process of reviewing your current one, we can help.

 

Financial Guidance

529 Plans
Estate Planning
Financial Planning
Insurance
Investment Counseling
Retirement Planning

Call Sunmark Member Investment Services (SMIS)* at 518-347-3179 for a free consultation or visit the SMIS website for more information.

* The financial consultants of Sunmark Member Investment Services are Registered Representatives with and securities are offered through LINSCO/PRIVATE LEDGER. Member NASD/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 Linsco/'Private Ledger.

 

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