Make an appointment to meet individually with Bill Brooks, a Certified Financial Planner (CFP), at one of our branches. Financial planning is offered through and supervised by Wilbanks Securities, member NASD/SIPC and registered investment adviser, on a fee or commission basis.
- Start planning for your children’s education or your retirement.
- Balance and monitor your investment portfolio.
- Protect your estate and your heirs from excessive taxes.
Insurance and Planning Services offered include:
- Mutual funds
- Asset Allocation
- Professionally Managed Portfolios
- Long-Term Care Insurance
- Estate Planning
- Retirement Accounts
For our business accounts we offer:
*Securities, Variable Insurance Products and Investment Advisory Services offered through and supervised by Wilbanks Securities, member NASD/SIPC and registered investment adviser.
- Employee Benefit Plans
- Deferred Compensation
- Group Health Plans
Securities offered by Wilbanks Securities are not federally insured, are not deposits or obligations of, nor guaranteed by Sussex County Federal Credit Union (SCFCU). Securities are subject to investment risks including possible loss of the principal invested. Wilbanks Securities is not affiliated with SCFCU.