The health, well-being and future stability of your employees is important to you. Just as you have your team's back, we have yours
Sun Lifetime Financial Advisors, located at Sun Federal Credit Union, can assist your employees in planning and investing in their financial future.
Sun Lifetime Financial Advisors, located at Sun Federal Credit Union, can provide your business with retirement services that are low-cost and easy to administer.
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.
*CBSI representatives are not tax planners. For questions regarding you specific tax situation, please consult a tax professional.
Advisory services offered through Capital Analysts, Inc. or Lincoln Investment Planning, Inc. Registered Investment Advisors. Securities offered through Lincoln Investment Planning, Inc., Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com.
Simone Zajac Wealth Management, Sun Federal Credit Union and the above firms are independent, non-affiliated entities.
Simone Zajac Wealth Management Group, 1735 Market Street, Suite C-16, Philadelphia PA 19103