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Investment Services

Financial Wellbeing in Every Season

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

We assess your financial future based on any expected or unexpected changes in your circumstances or goals, as well as what’s happening in the markets and economy.

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

Schedule a Consultation

As always, your best interests remain our top priority. Based on your goals and timeframe, your advisor will help you allocate your assets into the appropriate investment vehicles, which may include:

stocks

Stocks

Purchasing stock makes you a shareholder, or part-owner, in the company issuing the stock. Many investment portfolios include a diversified selection of stocks.

bounds

Bonds

Companies or governments often issue bonds, often referred to as fixed-income securities, to raise money. Bonds have a predictable rate of return that is typically, comparatively lower.

mutual funds

Mutual Funds

A mutual fund is a professionally-managed collection of investments that allows for a number of investors to own the variety of investments it contains. Gains and losses of the fund are shared proportionally among the fund’s investors. Each mutual fund has its own guidelines dictating which investments are included in the fund.

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 (800) 836-7230.

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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.

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.