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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4:30pm

Sunmark Wealth Management

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United States
Latham, NY
Sunmark Wealth Management

Sunmark Wealth Management has a single goal: to help you make the most of your money. www.finra.org, www.sipc.org.

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. Sunmark Credit Union and Sunmark Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sunm

ark Wealth Management, and may also be employees of Sunmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sunmark Credit Union or Sunmark Wealth Management. Securities and insurance offered through LPL or its affiliates are:

• Not Insured by NCUA or Any Other Government Agency
• Not Credit Union Guaranteed
• Not Credit Union Deposits or Obligations
• May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/02/2026

Retirement Reality Check: Shattering 4 Common Myths About Taxes, Savings and Work. Here are some of the most common misperceptions about what you need to be financially comfortable in your later years: https://money.usnews.com/money/retirement/articles/retirement-savings-guide-4-common-myths-that-could-trip-you-up

08/26/2026

5 Things to Consider If You Want to Retire Early

Consider these 5 factors to help determine if an early retirement is right for you

Learn more: https://www.brighthousefinancial.com/education/retirement-planning/5-things-to-consider-to-retire-early/

08/19/2026

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life.

Join the free, virtual seminar on August 26th at 6:00 p.m. to learn the answers to your retirement questions, including:
- How to confidently address the financial, lifestyle and emotional transitions to retirement
- How to guard against risks and manage those that are inevitable
- Whether you are ready for retirement

Sign up to attend at: www.sunmark.org/personal/wealth-management/seminars-events

08/12/2026

How to Take Advantage of 401(k) Catch-Up Contributions

Workers 50 and older can contribute more to 401(k) plans than younger workers can contribute.

Learn more: https://money.usnews.com/money/retirement/401ks/articles/how-to-take-advantage-of-401-k-catch-up-contributions

08/04/2026

Rollover IRA: How It Works

A rollover IRA can be a great option for money in old retirement accounts. To avoid a tax hit, know the steps involved.

Learn more: https://www.nerdwallet.com/retirement/learn/how-to-rollover-401k-roth-traditional-ira

07/29/2026

Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process.

Join the free, virtual seminar on August 5th at 6:00 p.m. to learn more about Medicare rules and regulations and discuss the role they play in the process of retirement.

Topics discussed:
- Medicare basics and the differences between Parts A, B, C and D
- Tips for choosing your coverage and enrolling in Medicare
- How to consider health care costs when planning your retirement income

Sign up to attend at: www.sunmark.org/personal/wealth-management/seminars-events

07/22/2026

Get Ready to Retire: A Checklist for the Decade Before Your Retirement Date

Consider these important tasks that can help solidify your plans as you approach retirement: https://www.brighthousefinancial.com/education/retirement-planning/ready-to-retire-retirement-checklist/

07/16/2026

We’re back Colonie!

Stop in and have your IRA rollover, wealth management or retirement planning questions answered by one of our financial advisors.
• July 23 | 10:00 a.m. – 4:00 p.m.
• Sunmark Credit Union | 151 Vly Rd Colonie NY
• No appointment needed

07/10/2026

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?

Join the free, virtual seminar on July 15th at 6:00 p.m. to learn the answers to your Social Security questions, including:
- What are the rules for starting your Social Security benefits?
- How do spouses coordinate their benefits?
- Are there different routes to take that could potentially increase your benefits?
- How do you decide where Social Security fits within your retirement plans?

Sign up to attend at: www.sunmark.org/personal/wealth-management/seminars-events

07/07/2026

We are excited to announce the newest addition to the Sunmark Wealth Management team, Richie Martino.

Prior to Sunmark Richie, worked as a Private Client Banker helping members with their investment needs. Richie is excited to meet our members and help them work towards realizing their investment goals. He currently holds his Series 63, 65, 66 and 7 registrations.

Welcome to the team Richie!

Address

1187 Troy Schenectady Road
Latham, NY
12110

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Telephone

+15187309040

Website

https://www.sunmark.org/personal/wealth-management/investment-services

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