Financial and Insurance Services
Making financial planning accessible, for young families, business owners & their employees
Helping families and businesses take small, manageable steps toward financial security since 1859
OUR PURPOSE IS SIMPLE: TO HELP PROVIDE FINANCIAL SECURITY FOR OUR CLIENTS AND THEIR FAMILIES.
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
About Suffolk Federal
Here at Suffolk Federal, we’re about more than just banking, we’re about helping people. Suffolk Federal is a not-for-profit cooperative financial institution chartered in 1967 by the National Credit Union Administration (NCUA), and is owned and operated by its members. We believe that every member has a voice and we are committed to the idea, “where people are worth more than money.”
Unlike most financial institutions, the earnings of a credit union are returned to its members in the form of lower rates on business loans, personal loans, higher rates on savings, and reduced fees, allowing us to help our more than 55,000 members achieve greater financial stability.
We understand that each of our members has their own dream or vision of what they want to accomplish financially, whether it’s the purchase of a new home or new car, saving for their child’s education or the opportunity to expand their business. At Suffolk Federal, we believe in and support that vision and work every day to help them achieve it, becausewe see it too.
The volunteer-directed credit union, with assets in excess of $1 billion, and offers membership to anyone who lives, works, or worships in Suffolk County NY. We provide a wide range of financial services. In addition to savings and loanswith Suffolk Federal, we offer insurance products, free financial planning, online banking and bill payment to name a few—and of course, easy access to your cash. Be sure to read our quarterly Outlook magazine to learn more today!
Suffolk Federal is committed to a relationship with our members based on trust and respect as we deliver Better Banking for Long Island.
As a licensed agent of New York Life, I offer solutions that help businesses, families and individuals meet their insurance and financial goals, including asset protection, retirement, college funding, extended care and lifetime income strategies.