REMEMBER! NEVER give out your sensitive information (SSN, account/card numbers, online banking credentials, etc.) to someone claiming to be from Sunmark Credit Union. If anyone contacts you in ANY WAY (email, phone, text, etc.) stop all communication and call us at 866-SUNMARK to verify the legitimacy of the request.

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Are you ready to take the next step toward financial success? Sunmark is happy to provide tips to help you save more money, pay down debt, and plan for long term financial success. Here to lend some practical advice and insight into how you can achieve your financial goals are Sunmark’s leading authorities on all things financial – Business Relationship Managers Carie Sala and Richard Bonnet, and Financial Services Professionals Ruth Johnson and Jeff Saran.

tips From The Sunmark team

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"A very important item to note when managing this type of account is that it requires discipline - it needs to be used for true emergencies.”

 

 

How Can I Save More in an Emergency Fund?

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"A good financial advisor will assess your current situation and make recommendations on what you can do to improve it."

 

 

What Can a Financial Advisor Do For Me?

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"Often, I get questions about 401K plans from previous jobs. If you have moved to a new job, but your money is still with an old employer, we can help." 

 

How Can I Increase My Retirement Savings?  



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articles

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How to Know When It’s OK to Spend

 

 

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insurance@mySISinsurance.com

518.783.1010

SIS Insurance & Financial Services (“SIS Insurance”) is an affiliate of Sunmark Credit Union. Business conducted with SIS Insurance is separate and distinct from any business conducted with the credit union.


 

financial education workshops

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view our financial education workshops

 

 

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ebook LIbrary

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