Financial Wellbeing in Every Season
The Summit Retirement & Investment Services financial professionals are here to help you create a tailored retirement or savings plan. We believe that successful investing starts with understanding your unique goals and risk tolerance. Our experienced financial professionals work closely with you to develop a customized investment strategy that aligns with your financial objectives, whether that’s saving for retirement, funding a child’s education, or building wealth for future generations.
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Tailored Investment Strategies for Your Future
We recognize that every investor’s journey is different. That’s why we offer personalized consultations to assess your financial situation, discuss your aspirations, and create a plan that fits your timeline and comfort level. Our goal is to empower you with the knowledge and tools to make informed decisions.
Stocks: Become a Part-Owner of Tomorrow’s Leaders
Investing in stocks means taking a stake in the companies you believe in, becoming a shareholder and part-owner. A well-rounded investment portfolio often includes a diverse selection of stocks to balance risk and reward, allowing you to capitalize on growth potential while mitigating volatility. Explore the world of stocks and take an active role in shaping your financial future!
Steady Income with Lower Risk with Bonds
Bonds are fixed-income securities issued by companies or governments to raise capital. They provide a predictable rate of return, making them an attractive option for investors seeking stability and lower risk compared to stocks. Ideal for diversifying your portfolio, bonds can help balance your investment strategy while delivering consistent income. Explore the benefits of bond investing and enhance your financial foundation today!
Diversify Your Investment Portfolio with Mutual Funds
A mutual fund is a professionally managed investment vehicle that allows you to pool resources with other investors to collectively own a diverse array of assets. This approach not only spreads risk but also provides access to expert management. Gains and losses are shared proportionally, making it an accessible way to invest according to specific guidelines tailored to your financial goals. Start your journey towards a diversified portfolio today!
Grow Your Wealth with Annuities
Unlock the potential of annuities as a smart investment strategy. Combining tax-deferred growth with flexible options, our annuities can enhance your portfolio while providing steady income during retirement. Explore the diverse range of investment opportunities available and take control of your financial future with confidence. Start building your wealth today!
Get Started Today
Ready to take the next step in your investment journey? Contact us for a free consultation. Let’s work together to create a financial plan that secures your future and supports your dreams.
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.
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.
