Work With Someone You Know

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? A Representative of The Summit Retirement & Investment Services serving The Summit Federal Credit Union is available to learn about your goals and work with you on your plan. Together, you’ll create a future that will make those financial plans a reality.

David H Goldpenny
David H Goldpenny
CRPC® LUTCF®
Vice President - Wealth Management
(800) 836-7328
5641 Transit Rd East Amherst, NY 14051
Brian D Hopper
Brian D Hopper
CRPC®
Vice President - Wealth Management
(585) 453-8739
100 Marina Dr Canal Ponds Park Rochester, NY 14626-5104