Self Directed Investing

It's the ideal option for those who prefer the DIY approach.

We make it easy for you to take control of your investments.

You know what you want to achieve and the strategy you'll leverage to make it happen. The self-directed investing option from Suffolk Investments provides the tools you need.

Create a Guided Wealth Portfolio online

Purchase and sell equities at discounted prices

Take aim at your future goals

When you want to serve as your own investment advisor, you can take advantage of our discount brokerage services and robo-investing options. You'll have the flexibility necessary to carry out your investment plans.

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.