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Retirement & Investment Services

financial & wealth management

You Deserve the Future You Want

It all starts with a plan. Let us help you manage your wealth by helping you choose the right investments for your financial needs, even as they change throughout the years. When developing your personalized financial strategy, the financial professionals with The Summit Retirement and Investment Services can help you define goals and plan for a brighter future.

Take advantage of our full line of financial and wealth management services available to our members through our collaboration with LPL Financial.

Schedule a Consultation Find a Financial Professional

Check the background of our financial professionals on FINRA’s BrokerCheck.

  • Retirement Planning

    From IRAs, rollovers (401k, IRA, etc.) and beyond, receive personalized guidance from our financial professionals to help formulate your retirement or savings plan.

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    Investment Planning

    Our financial professionals will help create a personalized financial plan that aligns with your assets, income and investment style. We’ll be there to support you each step of the way to help reach your goals.

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    Education Planning

    It’s never too early to start planning for higher education expenses. We can help you plan and save for a child’s future educational needs.

  • Estate Planning

    Preparing for the unexpected now is the best way to ensure you’ve covered what matters most. Let our dedicated team of financial professionals guide you.

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    Insurance

    Insurance is another way to both plan for the future and be protected in case of something unplanned.

  • Risk Management

    Investing offers potential for growing your money over time. Learn how to manage potential risks and maintain a healthy portfolio.

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    Meet The Team

    Take advantage of one-on-one financial planning with an experienced financial professional.

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    Account View

    Account View gives you 24-hour access to your accounts, statements, and secure documents. It’s a great way to get access to financial proposals and advice from your financial professional.

    Download the app or log in today.

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Contact The Summit Retirement & Investment Services

We’re here to help – please fill out the form with the best way to reach you; or if you prefer, contact us by phone at (585) 453-7230.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. The Summit Federal Credit Union and The Summit Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Summit Retirement and Investment Services, and may also be employees of The Summit Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Summit Federal Credit Union or The Summit Retirement and Investment Services.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. LPL Financial Form CRS

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.