investments-900Sunmark 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 your individual situation, we’ll help you with objective, easy to understand advice and guidance in support of your goals.

Individuals & Families

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.

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 & Bonds
  • Mutual Funds
  • Annuities
  • Alternative Investments
  • 529 Plans
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • IRA & 401(k) Rollovers

Education Plans

With recent market volatility, student loan programs and tax law changes on the horizon, if you’re feeling that it’s time to see if your child’s college savings program is on track, or it’s time to get started, you’re not alone.

Let our experienced staff help you understand where things stand and plot a course to take advantage of available college savings opportunities that make sense for your situation and goals. Call today to update or start your education savings plan!

Retirement Plans

Whether you’re just starting out, or you’ve been saving for retirement for awhile, recent market volatility and upcoming changes in taxation may have you feeling unsure about when, or if, you’ll be able to enjoy the retirement you envisioned.

Our experienced staff will help you understand where things stand, and assist you in plotting a course to take advantage of opportunities to get your retirement savings on track. Call today to get your retirement savings plan updated or underway!

  • Retirement Planning & Review
  • 401(k) Investment Review
  • 401(k) and Qualified Plan Rollovers
  • IRAs
  • Life Insurance
  • Long-Term Care Insurance

Estate Plans

Young or old, you work hard to take care of yourself and your family. Don’t let an unexpected accident, illness or death compromise the quality of life you’ve worked so hard to achieve.

From new parent to new great-grandparent, our great resources will help you with a plan that suits your life stage and gives you confidence that the protection you want is in place. Call today to assure your interests are protected!

  • Simple Wills
  • Durable Power of Attorney
  • Health Care Proxy
  • Trusts*
  • Disability Insurance
  • Life Insurance

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A, an affiliate of LPL Financial.

Self-Directed Investing

If you are someone who enjoys or prefers to identify their own investment opportunities, Sunmark’s branch office of LPL Financial offers a discount on brokerage fees on individual equity transactions. A minimum commission does apply. Contact our skilled team – we’re ready to execute your order for the following:

  • Stocks
  • Mutual Funds
  • Bonds
  • Options
  • Commodities
  • Alternative Investments

Tax Advantage Investing

Taxes, they’re a fact of life that we all handle in our own way. Whether you’re do-it-yourselfer, or someone looking for an accountant to navigate the process for you, Sunmark can help by connecting you with great resources that will keep you informed of the latest tax rules so that you’ll feel confident when you file!

  • TurboTax
  • Referrals to Experienced Local Accountants

LPL Financial Consultants do not offer tax advice. Please contact your tax professional.

Businesses & Business Owners:

Advice & Review for Business

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.

Employer Retirement Plans

As a business owner, whether you’re just starting out or well established, you’re probably thinking about the best way to provide for retirement—yours and perhaps for your staff. Good news is, there are many options available to you! Contact our experienced staff to identify which type of plan would best suit your objectives and financial needs!

* 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.

Employee Benefits

As a business owner, you rely on your staff to enable you to focus on the activities of growing your business. Retain those who keep your business going by offering employee benefits that fit your business’ budget and their needs. Contact our experienced staff to discuss what benefits make sense for you and the others who make things happen at your business.

  • Disability Insurance
  • Group Health Insurance
  • Group Life Insurance
  • Group Long-Term Care Insurance

Business Continuation

With all that you’ve put into it, in many ways you “are” your business! If anything were to happen to you, wouldn’t you want a say in what happens next, and who will run your company?

Big or small, be sure to protect all that you’ve built by developing and implementing a business continuation plan. You’ll rest easier, as will your staff, and of course, your dependents. Call our experienced financial advisors today!

  • Insurance
  • Buy-Sell Agreements

Estate Plans

Young or old, you work hard to take care of yourself and your family. Don’t let an unexpected accident, illness or death compromise the quality of life you’ve worked so hard to achieve.

From new parent to new great-grandparent, our great resources will help you with a plan that suits your life stage and gives you confidence that the protection you want is in place. Call today to assure your interests are protected!

  • Simple Wills
  • Durable Power of Attorney
  • Health Care Proxy
  • Trusts*
  • Disability Insurance
  • Life Insurance

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A, an affiliate of LPL Financial.

Tax Advantage Investing

Taxes, they’re a fact of life that we all handle in our own way. Whether you’re do-it-yourselfer, or someone looking for an accountant to navigate the process for you, Sunmark can help by connecting you with great resources that will keep you informed of the latest tax rules so that you’ll feel confident when you file!

  • TurboTax
  • Referrals to Experienced Local Accountants

LPL Financial Consultants do not offer tax advice. Please contact your tax professional.

How Can We Help You?

Give Sunmark Member Investment Services a call today at (518) 347-3141, or fill out our form at the bottom and we’ll be in touch!

Investment Services Team

Ritch Anthony

Richard Anthony
VP, Member Investment Services
(518) 347-3141

Mark Thomas

Mark Thomas
Senior Financial Consultant
(518) 347-3141

Retirement Savings and Planning Calculators

Retirement Savings and Planning Calculators

401(k) Calculator A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
Asset Allocation Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
Investment Returns There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Retirement Income Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Planner Quickly determine if your retirement plan is on track – and learn how to keep it there.
Retirement Shortfall Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
Roth IRA Calculator Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA Conversion This calculator will show the advantage, if any, of converting your IRA to a Roth.
Traditional IRA Calculator How can contributing to a regular IRA help you in your retirement?
Securities and insurance products offered through LPL Financial and its affiliates member FINRA/SIPC

Not NCUA Insured
Not Credit Union Guaranteed
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 Representatives. 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 and services are available in every state.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.