Wealth and Retirement Planning

Logo for Lincoln Financial Securities Corporation

Our wealth management services are about more than just picking an investment because building wealth is about more than the size of your investment account. Through a partnership with Lincoln Financial Securities Corporation, we will help you develop a vision for the future and work with you to help you achieve it.

Contact any of our in-house Lincoln Financial Securities Corporation representatives to take advantage of any of the services listed below.

  • No-Cost Financial Checkup
    • 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

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. 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 Securities Corporation, Member SIPC. 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, and are not underwritten or guaranteed by the credit union.