Find a branch near you Submit Search Button Español TruMark Credit Union Logo LOGIN Stability comes from within Account view Your long-term financial success depends on choices made today. One of the most important of those choices is deciding whom to trust with your financial future. Gather information on investment services like financial tools, market summaries, video alerts, financial calculators, and more by clicking here. As professional advisors, Wealth Advisors at TruMark Financial offers personalized financial strategies based on your unique situation, current and future plans, and goals. Our strategies are designed to adapt to market changes and your personal circumstances. Investment services are available to TruMark Financial members through TruMark Financial Wealth Advisors, offered through LPL Financial*. Our focus is on the following services and investments: Financial planning Retirement planning Retirement plan rollover options Retirement income planning Wealth Transfer and legacy planning Education planning Account/portfolio reviews Trust planning and services Investment advisory accounts Stocks Fixed income Mutual funds Annuities Structured products’ Insurance ETF and ETN Alternative investments Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. Complimentary Investment Consultations Retirement Planning Resource Center Meet Our Team TruMark Financial Wealth Advisors offers personalized service to help you work toward meeting all of your financial goals. A Wealth Advisors representative will work with you to design an investment strategy and create a comprehensive financial plan. In developing your financial plan, we’ll take into account all of your personal circumstances and the life events that can trigger needs for increased cash flow or enhanced investment returns. Schedule a complimentary investment consultation today Name * Required First Last Phone Number * Required Email Address * Required Enter Email Confirm Email Preferred branch location for appointment and additional comments * Required *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. TruMark Financial Credit Union and TruMark Financial Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name TruMark Financial Wealth Advisors, and may also be employees of TruMark Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of TruMark Financial Credit Union or TruMark Financial Wealth Advisors. The TruMark Financial Wealth Advisors site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: DE, FL MD, MA, KY, CA, NJ, NY, NC, GA, PA, SC, VA, WA, DC, and WI Securities and insurance offered through LPL or its affiliates are: Sign-up for special offers 1-877-TRUMARK | Routing Number: 236084243 Link to Our Facebook Link to Our Twitter Link to Our Instagram Link to Our youtube Home Personal Business Borrow Invest Protect Contact Us Our Story Careers Find A Branch Disclosures Annual Privacy Notice Accessibility Statement Your savings are federally insured to at least $250,000 and backed by the full faith and credit of the United States Government National Credit Union Administration, a U.S Government Agency. Copyright 2021 TruMark Financial Credit Union. All rights reserved. "TruMark Financial" is a registered trademark of TruMark Financial Credit Union.