Suffolk Investments

Proper planning can pay off for you and your family.

You have unique goals. We have ways to help you reach them.

Representatives with Suffolk Investments, through LPL Financial, prioritize your financial needs and identify solutions to help you reach your goals.

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. 

Mark Filiberto
Financial Services Representative
631.924.8000, ext. 8363
[email protected]
 

We'll work with you to assess your current financial situation, learn about your specific goals and recommend strategies to help you achieve those goals. You're under no obligation when you contact us through this form.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Suffolk Credit Union and Suffolk Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Suffolk Credit Union deposits and are not NCUA insured. These products are not obligations of the Suffolk Credit Union and are not endorsed, recommended or guaranteed by Suffolk Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

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

Financial Education

Tips to tune-up your financial plan.

IRAs

Prepare for a future with great possibilities.

Suffolk Investments

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Suffolk Credit Union and Suffolk Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Suffolk Credit Union deposits and are not NCUA insured. These products are not obligations of the Suffolk Credit Union and are not endorsed, recommended or guaranteed by Suffolk Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: New York