Advice from a professional can sometimes mean the difference between financial success and failure. Sun Lifetime Financial Advisors located at Sun Federal CU are ready to examine your situation, consider all the options and help finance your future.
Our wealth management specialists can help with 401(k) rollovers, college funding, life and long-term care insurance, plus retirement, wealth transfer, legacy and investment planning.
Sun Federal Credit Union makes available the Sun Lifetime Financial Advisors. This program's products and services compliment the services made available by the credit union, by offering financial planning, investments and insurance products.
As salaried employees of Sun Federal Credit Union, Stacey, Tina and Michelle's advice is based with your needs in mind.
They offer a variety of investment and insurance products:
Schedule a no-cost, no obligation financial assessment...review your current financial picture, discuss goals and develop a plan to achieve those goals.
Stacey Dosch, Wealth Management Manager, has been in the financial industry more than 10 years. She has her bachelor’s degree in Business Administration from the University of Toledo. Stacey is married with two children and lives in Toledo. She enjoys spending time with her family; especially walking at the local metro parks.
Tina Troff, Sun Lifetime Financial Advisor, has more than 20 years of financial advising and tax planning experience, including over 12 years of experience with income tax preparation. Tina and her husband Rob live near Toledo. Tina has grown children. She enjoys the outdoors, boating, hunting, spending time with her family and volunteering.
Check the background of this investment professional on FINRA's BrokerCheck.
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.
*CBSI representatives are not tax planners. For questions regarding your specific tax situation, please consult a tax professional.