Routing #: 221379824
Are you ready to take the next step toward financial success? Sunmark is happy to provide tips to help you save more money, pay down debt, and plan for long term financial success. Here to lend some practical advice and insight into how you can achieve your financial goals are Sunmark’s leading authorities on all things financial – Business Relationship Managers Carie Sala and Richard Bonnet, and Financial Services Professionals Ruth Johnson and Jeff Saran.
tips From The Sunmark team
"A very important item to note when managing this type of account is that it requires discipline - it needs to be used for true emergencies.”
"A good financial advisor will assess your current situation and make recommendations on what you can do to improve it."
"Often, I get questions about 401K plans from previous jobs. If you have moved to a new job, but your money is still with an old employer, we can help."
articles
How to Know When It’s OK to Spend
518.783.1010
SIS Insurance & Financial Services (“SIS Insurance”) is an affiliate of Sunmark Credit Union. Business conducted with SIS Insurance is separate and distinct from any business conducted with the credit union.
financial education workshops
Video ZOne
ebook LIbrary
