Retirement Planning

Set a goal and we'll create a strategy that can help you reach it.

Rely on our advisors to provide guidance along your journey.

Suffolk Investments advisors take time to understand your current circumstances and where you want to be in your retirement years. Together, we'll plan for your vision of tomorrow.

Secure a life insurance policy that provides for loved ones

Get long-term care insurance so you can age at home

Diversify your holdings with managed portfolios

By working with one of our advisors, we'll show you strategies to follow during your working years to move closer to your vision of a satisfying retirement. We'll adjust your investments and insurance coverages along the way to ensure they're aligned with your goals and any changing circumstances in your life.

Financial Education

Tips to tune-up your financial plan.


Prepare for a future with great possibilities.


Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Suffolk Credit Union and Suffolk Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Suffolk Credit Union deposits and are not NCUA insured. These products are not obligations of the Suffolk Credit Union and are not endorsed, recommended or guaranteed by Suffolk Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.