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Investment Services
Around the corner. When you need us.
It’s never been easier to take advantage of the personalized investment services made available by NuMark Credit Union!
NuMark branches will be CLOSED on Monday, October 14th in observance of the Federal Holiday. We will reopen for normal business hours on Tuesday, October 15th.
Investment Services
It’s never been easier to take advantage of the personalized investment services made available by NuMark Credit Union!
Ted has worked in the financial services industry racking up an extensive and diverse background since 1986. He along with his wife Tina and son Geoff, Client Service Specialists, help people move towards achieving their objectives by taking the time necessary to understand the challenges faced by our members and then offering unique goal-focused solutions.
If you’re uncertain about the answer to any of these questions, it may be time for a financial check-up.
Through NuMark Financial Strategies, you have access to a full menu of planning and investment services including mutual funds, annuities, 529 college savings plans, stocks, bonds, Roth and Traditional IRA’s as well as life, disability and long-term care insurance. Whether your needs are personal or business-related, you have access to comprehensive financial planning at NuMark Credit Union.
Check the background of an investment professional on the FINRA’s BrokerCheck website.
951 E. Lincoln Hwy. New Lenox, IL 60451
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. NuMark Credit Union and NuMark Financial Strategies are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NuMark Financial Strategies, and may also be employees of NuMark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NuMark Credit Union or NuMark Financial Strategies. Securities and insurance offered through LPL or its affiliates are:
Not FDIC insured • Not Bank Guaranteed • May Lose Value • Not Insured by any Federal Government Agency • Not a Bank Deposit.
Your Credit Union (NuMark Credit Union) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
Access NuMark services online or at any of our physical locations.
Join the NuMark family and get proactive about your financial future.
Guard your financial well-being with our Consumer Protection Insurance – the perfect way to safeguard your finances from the unexpected.
From safeguarding your home to ensuring the financial security of your family, NuMark’s insurance options provide peace of mind for a brighter and more secure future.