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Investment Solutions

Investment and Retirement Planning

Logo for Summit Investment Solutions

Our investment and retirement solutions are more than just picking a plan to invest in. We care about more than the size of your investment account. Through a partnership with Cambridge Investment Research, Inc, we will work with you to help you to develop a vision for your future and, then, to achieve it.

Contact any of our in-house Cambridge Financial Advisors further below to take advantage of any of the services listed directly below.

  • No-cost financial check-up
    • Investment and retirement planning
    • Customized financial planning tailored to your needs
    • You remain in control of how and when to implement your plan
  • IRA and 401(k) rollovers
  • Retirement investing
  • Brokerage services
  • Access to a wide variety of stocks, bonds, mutual funds, and annuities
  • 529s, ESAs, and other college savings options
  • Life, health, and long-term care insurance

Financial Advisors

High Point, Hickory, and Western NC

Kristofor Essex

Photo of Kristofor Essex

Greensboro, Winston-Salem, and Central NC

Marc Lopresti, CFP®
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Raleigh, Oxford, and Eastern NC

Andre Williams
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member of FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Summit Investment Solutions and Cambridge are not affiliated. Products offered through Cambridge: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Summit Credit Union, and may involve investment risk including possible loss of principal. Summit Credit Union has contracted with Cambridge to make non-deposit investment products and services available to credit union members.