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Sunmark CREDIT UNION LAUNCHES SUNMARK WEALTH MANAGEMENT

 

(Latham, NY) – Sunmark Credit Union, a full-service, community-chartered credit union serving New York through financial services and education, announced today the launch of Sunmark Wealth Management, a comprehensive suite of financial planning and management products and benefits.

Previously known as Sunmark Life Stage Advisory, Sunmark Wealth Management provides customized, easy-to-understand advice and guidance in support of financial goals. Sunmark Wealth Management clients benefit from personalized investment reviews and recommendations tailored for their individual situations, goals, and objectives. Products and services available to individuals and businesses include retirement planning; IRA rollover services; investments; employee and employer retirement plans; employee benefits; estate/legacy planning; business continuation; and education planning and funding.

“With the introduction of Sunmark Wealth Management, we are reinforcing our commitment to the credit union philosophy of ‘people helping people’ by providing the communities we serve with access to professional guidance to help them work toward their financial goals,” said Frank DeGraw, President/CEO for Sunmark Credit Union. “From opening their first savings account, to depositing their first paycheck, and all the way through retirement and beyond, Sunmark Credit Union is committed to delivering lifelong value and convenience to our members. And through Sunmark Wealth Management, we can offer individuals and businesses the tools and resources they need to work toward financial success.”

For more information about Sunmark Wealth Management, visit www.sunmark.org/investments.

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About Sunmark Wealth Management: Sunmark Wealth Management is located at Sunmark Credit Union and offers financial planning, investment, and wealth management services through LPL Financial (LPL), a registered investment advisor and broker-dealer. Sunmark Wealth Management is dedicated to helping individuals and businesses plan ahead for a brighter financial future by providing professional, customized guidance and wealth management products. For more information, please visit www.sunmark.org/investments

 

About Sunmark Credit Union: Since 1937, Sunmark Credit Union (over $1 billion in assets; 85,000+ members) has been helping members improve their financial position. Sunmark is committed to the financial health and well-being of each member by offering tools that educate and inform and products and services that make it easier to reach financial goals. For more information, call 518-382-0605 or visit www.sunmark.org.

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer(member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sunmark Credit Union and Sunmark Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sunmark Wealth Management, and may also be employees of Sunmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sunmark Credit Union or Sunmark Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union

Guaranteed

Not Credit Union

Deposits or Obligations

May Lose Value

 

Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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