Whether You Have A Large Deposit To Make Or Millions Of Dollars To Invest We Can Help You!

Need help deciding between our Money Market, Certificate, or IRA account? Don’t know whether to put your money in a 6 month, 12 month, 24 month or 36 month Certificate? Considering a Roth, Traditional, or Educational IRA? A Member Service Officer can assist you with these questions and more. We can provide you with resource information to help you make informed decisions regarding your personal finances.

Also, we can help you manage your credit union certificates by “laddering” your certificate maturities. This will help protect you from interest rate risk associated with interest rate fluctuations over the long term. 

Wealth Management
If you need help with longer term investments, such as stocks, bonds, mutual funds or annuities we can also help.  But, our wealth services are about more than just picking an investment because building wealth is about more than the size of your investment account. Over time, wealth becomes more about you and your opportunities in life. With Summit Financial Services (in partnership with Lincoln Financial Group / Jefferson Pilot Securities Corporation) our focus is to help you develop a vision for the future and we’ll work with you to help achieve it. How?

Personalizing Plans
You can rest assured that our Lincoln Financial Group Representative, Marc Lopresti, has the experience and perspective to understand your needs at every stage of your financial life. Together, we can map out your personalized plan to turn opportunities into realities.

Questions about insurance?
We offer a wide variety of insurance services with your financial well being in mind. 

Consult with a trusted financial partner - contact us today!

Investments are not federally insured, may lose value, not underwritten or guaranteed by the credit union.  

Investment and Insurance 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. 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.