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Investment Services*

6 West Second Street
Riverhead, New York 11901
Phone - 631-208-2380
Fax - 631-727-3755

Mailing Address
P.O. Box 9000
Riverhead, New York 11901

For most of us, smart investing does not come naturally. We need someone who can guide us – someone who understands what we want and what we hope to achieve, whether it be enhancing current income or saving for future events, such as retirement or college expenses.

Investment Services at Suffolk County National Bank offers that kind of guidance to every investor no matter your investment objectives, your investment experience or your risk tolerance. An Investment Services at Suffolk County National Bank professional can increase your investing “comfort zone” by explaining the available choices in a way that makes sense to you.

By listening to you, an Investment Services at Suffolk County National Bank professional can evaluate your current financial situation and work with you to prioritize your objectives. Then, we will help you decide which products to choose – only after we ensure that you understand exactly what each investment represents and what you can expect from it.

Perhaps most important we will show you how to diversify your assets to maximize your potential to earn. And remember, as your needs or goals change, we will be there to recommend the appropriate adjustment to your strategy.

It’s now easier than ever to get professional financial guidance. An Investment Services at Suffolk County National Bank professional is conveniently located in each Suffolk County National Bank branch and is eager to meet with you – with absolutely no obligation!

Now is the time to get started on the path to smart investing. Take advantage of a complimentary financial consultation or call 631-208-2380 today.


OBJECTIVE ADVICE AND A FULL RANGE OF PRODUCTS
AND SERVICES

  • Retirement Plans
    • Group and Single 401K - Simple IRA - SEP - Pension Rollover - IRA

  • Tax-Advantaged Annuities
    • Fixed - Immediate - Variable

  • Mutual Funds
    • Growth - Income - Value - Tax-Advantaged

  • Bonds
    • Corporate - Government - Municipal

  • Insurance Products
    • Permanent - Term - Wealth Transfer - Long Term Care

  • Unit Investment Trust


  • Brokerage Services


  • Retirement Planning


  • College Planning



*Securities & Insurance products offered through LPL Financial, & it's affiliates, Member FINRA/SIPC

Not FDIC Insured No Bank Guarantee May Lose Value Not a Deposit
Not Insured By Any Federal Government Agency

LPL is not affiliated with Suffolk County National Bank. The financial professionals associated with Investment Services at Suffolk County National Bank are registered to discuss and transact securities business with residents of New York State.