Building and Protecting Your Retirement with a Trusted Financial Partner!
At Summit Credit Union, you're a member - an active, vital part of an organization that depends solely on members for its very existence.
So, your Credit Union has a very real interest in helping you build your personal wealth! That’s why we have made available to you the Summit Financial Services program. In partnership with Lincoln Financial Group / Jefferson Pilot Securities Corporation, our program is well positioned to personally assist you in planning for the future.
Our experienced financial representative, Marc Lopresti, as a Registered Representative of Jefferson Pilot Securities Corporation, is available at your Summit Credit Union branch, home, or office to guide you through a wide variety of quality investment and insurance choices. Whether your financial objectives involve saving for your first home, a college education for your kids, or building a nest egg for a comfortable retirement, Lincoln Financial Group / Jefferson Pilot Securities Corporation can help.
| For all your investment needs:
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Call or visit your branch office today
to arrange an appointment:
336-662-6262 or 800-632-0210 ext. 6262 |
IRAs, 401(k) Rollovers, Retirement Investing
Our Financial Representative, Marc Lopresti, can take the hassle out of moving your IRA, 401(k), or other retirement assets to Jefferson Pilot Securities Corporation. Marc can:
- Guide you through the transfer process.
- Fill out the paperwork.
- Explain your investment options.
For more information from Marc Lopresti, call:
336-662-6262 or 1-800-632-0210 ext. 6262
Jefferson Pilot Securities Corporation Brokerage Services
Work with a trusted partner - every step of the way. We offer objective, comprehensive financial guidance and advice that will serve you throughout your investment lifetime. With Representative-Assisted Brokerage you'll receive:
- Personalized guidance in developing a comprehensive financial plan.
- Assistance with trades and purchases including fast execution of your orders and quick confirmation of your trades.
- Online access to monitor your investment account information and activity.
- Informative account statements.
For more information from Marc Lopresti, call:
336-662-6262 or 1-800-632-0210 ext. 6262
Stocks, Bonds, Mutual Funds, & Annuities
Through Jefferson Pilot Securities Corporation, our members have access to the wide variety of investment options including: Stocks, Bonds, Mutual Funds, Fixed Annuities, Variable Annuities, and Investment Advisory Services. We can help you develop a financial plan that best matches your investment goals and objectives.
For more information from Marc Lopresti, call:
336-662-6262 or 1-800-632-0210 ext. 6262
529s, ESAs, and other College Savings Options
Thanks to improved savings plans, you have more choices than ever for investing for college. Don't know where to start? Let Marc Lopresti show you the pros and cons of each option. Let us help you determine which college savings option is best for you.
You also have access to professional help for your overall financial management planning.
For more information from Marc Lopresti, call:
336-662-6262 or 1-800-632-0210 ext. 6262
Get a No-cost Financial Checkup
Get investment and insurance advice tailored to your needs - from a trusted source. Receive a financial plan for your long-term goals. Marc Lopresti will develop a customized financial plan for you that provides specific investment and insurance recommendations for your situation. You'll feel secure knowing you've received advice from a trusted source. And you remain in control of how and when to implement your plan.
To schedule your appointment call Marc Lopresti at:
336-662-6262 or 1-800-632-0210 ext. 6262
These services are available to you as member of Summit Credit Union. Summit Credit Union assumes no liability for services rendered. These are voluntary programs and you are not obligated to participate. Summit Financial Services is a marketing name for the Investment and Insurance offerings of Summit Credit Union. Investment and insurance products are not a deposit, not NCUA-Insured, not insured by any federal government agency, not guaranteed by this credit union, and may go down in value. Securities and advisory services are offered through Lincoln Financial Group / Jefferson Pilot Securities Corporation, a broker/dealer and registered investment advisor. Insurance offered through Lincoln Financial Group and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Supervising Office: Lincoln Financial Group, 4900 Koger Blvd., Suite 150, Greensboro, NC 27407, (336) 954-0020.
Investments are not federally insured, may lose value, not underwritten or guaranteed by the credit union.
