Representatives with Suffolk Investments, through LPL Financial, prioritize your financial needs and identify solutions to help you pursue your goals.
Suffolk Investments
Proper planning can pay off for you and your family.
You have unique goals. We have ways to help you pursue them.
Attentive, personalized guidance
Solutions tailored to you and your circumstances
Valuable insight from accomplished professionals
Check the background of our investment professionals on FINRA’s BrokerChecker.
Various investment options are available to you. We'll help you choose which solutions make the most sense based on your goals, your risk tolerance and many other factors.
- Mutual Funds
- Stocks & Bonds
- Fixed & Variable Annuities
Also available to our members are insurance options. We encourage you to take steps to help provide for your family following an unexpected event with:
- Life Insurance
- Disability
- Long Term Care
If you're ready to discuss the specifics of your financial plan, please contact Mark Filiberto.
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Mark Filiberto |
Request a Complimentary Financial Review
We'll work with you to assess your current financial situation, learn about your specific goals and recommend strategies to help you pursue those goals. You're under no obligation when you contact us through this form.
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 may also be employees of Suffolk Credit Union. 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.
LPL Financial Form CRS