the SUMMIT FEDERAL CREDIT UNION

A PROGRAM TO HELP YOU MEET YOUR FINANCIAL GOALS.

The Summit Retirement & Investment Services makes available a variety of insurance and investment products that complement those offered by The Summit Federal Credit Union. The program can provide a package of protection and asset accumulation products that can help you meet your personal financial objectives...whether those objectives involve saving for a home, providing a college education or planning a comfortable retirement.

A dedicated career professional carefully selected and trained to serve our credit union members - can work with you to help you achieve your personal financial goals and provide information on the following services and products, including:

  • Insurance Planning
  • Retirement Planning
  • Investment Planning
  • Educational Planning
  • Business Planning
  • Mutual Funds
  • Stocks/Bonds
  • Fixed and Variable Annuities
  • IRAs
  • College Savings Planning
  • Securities Trading
  • Tax-advantaged Investment Planning1
  • Tax-Sheltered Annuities (TSAs)
  • Long-term Care
  • Disability Income
  • Term, whole life, and universal life/variable universal life insurance

 

To schedule your no-cost, no-obligation appointment with a Summit Retirement & Investment Services Representative, call (585) 453-7230 or (800) 836-SFCU extension 7230 or email Ellen Harnischfeger. You can also visit the The Summit Retirement & Investment Services website for more information or you can view the background of our investment professionals on FINRA'S BrokerCheck.

Meet our Dedicated Career Professionals:
 


David Goldpenny
LUTCF, CRPC®, Vice President, Wealth Management
Proudly serving your Buffalo area branches.


As a Vice President, Wealth Management, David is especially qualified to provide credit union members with professional assistance, quality financial products and dependable service. David is a Registered Representative of CUNA Brokerage Services, Inc., a broker/ dealer with a select portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. David is also a licensed insurance representative of CUNA Mutual Insurance Society. Click here to learn more about David Goldpenny.
 



Brian Hopper
CRPC®, Financial Advisor
Proudly serving your Greece, Hilton, Irondequoit, Seneca Falls, Camillus, Liverpool, cicero, Erie, and Cortland branches.


As a Financial Advisor, Brian is especially qualified to provide credit union members with professional assistance, quality financial products and dependable service. Brian is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. Brian is also a licensed insurance representative of CMFG Life Insurance Company. Click here to learn more about Brian Hopper.

 


Robert Wright
Financial Advisor
Proudly serving your Penfield, Perinton, Henrietta, Brighton, Main/Winton branches.


As a Financial Advisor, Robert can help you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate strategy for you.


 

 

Ellen Harnischfeger
The Summit Retirement & Investment Services Assistant 

Ellen is a licensed financial sales assistant who works out of The Summit's Corporate Headquarters. She is ready and able to provide Summit members a high level of service and assistance.

 



April Hill
The Summit Retirement & Investment Services Assistant 

April has been assisting members with their Retirement & Investment needs since 2015.

 

 

 

 

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/ FDIC insured, May Lose Value , No Financial Institution Guarantee. Not a deposit of any financial institution.

CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1141438.1-0315-0417
 

1. Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.

 

Privacy Policy Notice   |   Disclosures
You must be a member of The Summit FCU to take advantage of its products and services
Serving Central & Western New York
2012 by The Summit Federal Credit Union. All rights reserved

Summit Online Access Enrollment

Enrolling in Online Access is easy - here's how:

If you don't have an Online Access PIN or need assistance, please call (585) 453-7030 or (800) 836-7328.

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