Investment & Retirement Planning
- One-on-one consultations
- Access to brokerage services
- No-cost financial checkup
We're here to guide you every step of the way.
Everyone wants to make the most of their money. But there's so much to know and so many decisions to make. Let our experienced team provide you with important insights and planning help.
At Summit Investment Solutions, we take the time to learn about your goals, lay out your options and team up on a step-by-step plan that aligns with your resources and risk tolerance levels. Our advisors are looking forward to providing you with one-on-one investment guidance, wealth counseling, retirement preparation and any other financial planning you might require.
- Investment and retirement solutions provided through a partnership with Cambridge Investment Research, Inc.
- Financial plans tailored to your specific needs
- You as the investor remain in control of your money and how you want to implement your plan
- No-cost financial check-up
- Brokerage services
- Access to a wide variety of stocks, bonds, mutual funds and annuities
Components of a Financial Plan
- Goal identification
- Listing assets and liabilities
- Cash flow and expense monitoring
- Insurance planning
- Monitoring and optimization
Investment Planning Process
- Establishing investment goals and objectives
- Determining risk tolerance and appropriate asset allocation
- Creating the investment portfolio
- Monitoring and reporting
Meet Our Financial Advisors
Kristofor Essex
Kris entered financial services in 1998 with Prudential, where he completed their Capstone Residency Program. He also worked with New England Financial before finding a home at Cambridge Investment Research. He is a long time North Carolina resident, Appalachian State graduate, and proud father of one. Kris advocates the planning and protection process, helping clients and members to navigate the financial world. He believes in bringing value to every relationship thru innovative case design, solutions, and strategies.
- Serving Hickory, High Point, and Western NC
- Office phone: 336.662.6230
- Mobile phone: 336.413.0434
- Email: [email protected]
Marc Lopresti, CFP®
Marc Lopresti is a Certified Financial Planner (CFP®) practitioner. He received his Master of Business Administration in Finance from Pennsylvania State University and his bachelors in Quantitative Economics and Decisions Sciences from the University of California at San Diego. Marc’s mission is to work one-on-one with individuals, couples, and families to help manage risk, reduce income and estate tax, and distribute assets to their loved ones and favorite charities.
- Serving Greensboro, Winston-Salem, and Central NC
- Office phone: 336.662.6262
- Mobile phone: 336.455.2392
- Email: [email protected]
Andre Williams
Andre Williams is our local Financial Advisor with experience since 2003. He has successfully completed the FINRA-sponsored Series 7 and 65 securities examinations. Andre works in our Raleigh Branch, Monday through Friday, and is available for appointments at the Branch, your worksite, or other locations of Summit Credit Union.
“I am passionate about helping members build and preserve wealth through retirement income planning, income tax and estate tax planning, and transferring wealth to heirs”.
- Serving Oxford, Raleigh, and Eastern NC
- Office phone: 919.571.0767 ext. 6464
- Mobile phone: 919.247.0969
- Email: [email protected]
Summit Credit Union is a full-service financial institution with eight branches throughout North Carolina.
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
Banking Where You Need It
Bank from anywhere, anytime. Digital Banking is available to members 24/7.