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.
Our comprehensive retirement services include:
- 401(k) rollovers
- College funding
- Life & long-term care insurance
- Tax preparation (Pennsylvania only)
- Retirement, wealth transfer & investment planning
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