Suffolk Investments advisors take time to understand your current circumstances and where you want to be in your retirement years. Together, we'll plan for your vision of tomorrow.
Rely on our advisors to provide guidance along your journey.
Secure a life insurance policy that provides for loved ones
Get long-term care insurance so you can age at home
Diversify your holdings with managed portfolios
By working with one of our advisors, we'll show you strategies to follow during your working years to move closer to your vision of a satisfying retirement. We'll adjust your investments and insurance coverages along the way to ensure they're aligned with your goals and any changing circumstances in your life.
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. Suffolk Credit Union® and Suffolk Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Suffolk Investments and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Suffolk Credit Union or Suffolk Investments. Securities and insurance offered through LPL or its affiliates are:
| NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY | NOT BANK GUARANTEED | NOT BANK DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE |
Suffolk 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state
Suffolk Credit Union is not registered as a broker-dealer or investment advisor.