Mark Kilbride, Financial Advisor
It's Mark's goal to help you.
Eglin Wealth Management
Schedule a No-Cost, No-Obligation Appointment
401(k), DROP, IRA & TSP Rollovers
Explore your options for rolling funds over from your investment account to an IRA.
Investment & Retirement Services
Eglin Wealth Management offers assistance on a full range of investment & retirement products & services.
View Your Portfolio Online
Conveniently access your portfolio holdings, account activity, balances and order status online.
Non-deposit investment products and services are offered through CUSO Financial Services, L..P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
If you have questions about your net worth and are a member of Eglin FCU, you can schedule a no-cost, no-obligation appointment with Eglin Wealth Management by visiting our Investments & Retirement page at eglinfcu.org/investments and selecting "schedule an appointment today".
If you have questions about 401(k), DROP, IRA & TSP Rollovers, you can schedule a no-cost, no-obligation appointment with Eglin Wealth Management by visiting our Investments & Retirement page at eglinfcu.org/investments and selecting "schedule an appointment today".
Routing Number: 263178070
*APR = Annual Percentage Rate.