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, Erie, Camillus, Cortland, Seneca Falls, and Taft Road 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, helping you reach your financial goals is an honor and my highest priority. Together, we will take into account your specific situation and timeline to develop a plan that aligns with your needs. Regardless of where you are in life, The Summit has the tools and products that we can combine into an appropriate strategy for you. Click here to learn more about Robert Wright.
 

 

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-1769100.1-0417-0519  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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