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Retirement & Investment Services

 financial & wealth management

Financial & Wealth Management

Members may take advantage of a full line of investment and retirement products and services available in collaboration with LPL Financial. The advisors at The Summit Retirement and Investment Services help you define goals and plan for your brighter future.

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

Looking for ways to plan with The Summit’s Retirement & Investment Services? Check out upcoming webinars you won’t want to miss.

  • IRAs & IRA Rollover Services

    Individual Retirement Accounts (IRAs) help you accumulate money to support yourself in your retirement years.

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    Investment Services

    The Summit Retirement & Investment Services advisors can help you formulate your retirement or savings plan.

  • money security

    Insurance Services

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

  • school

    Education Financial Planning Services

    A Summit adviser can help you plan and save for a child’s future educational needs.

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    Meet The Team

Get in touch with our team.

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Contact The Summit

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 (800) 836-7328 extension 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.

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.