Investments & Planning

by Lincoln Financial Securities

Financial Planning and Investment Services

Wealth Accumulation, Wealth Preservation & Business Planning*

In response to many requests, Greater Piedmont Credit Union has now partnered with Lincoln Financial Securities (a broker-dealer and registered investment advisor) to more effectively serve your needs and help plan toward your financial independence. We are excited as this allows us to offer in-house financial planning and investment services. We have looked at extending this service for many years, and after careful selection, we have finally found a trusted partner.

We are proud to introduce to you Mark A. Wilkinson.*
He is available at our North Durham branch — 3901 North Roxboro Street, Suite 202, Durham, NC

Mark can help diagnose any potential concerns and can help you make informed financial decisions, in areas such as:

· 401k Rollovers *

· Portfolio Review *

· Financial, Investment and Estate Planning *

· Investing for Retirement *

· Investing for College Funding *

· Life Insurance

· Long-Term-Care Insurance and more!

Mark will also be accessible to meet you if more convenient at your home, worksite, or in other locations.

For a no-cost, no-pressure consultation, contact Mark directly at 1-919-765-8196.

*Mark Wilkinson is a registered advisory representative offering investments and advisory services through Lincoln Financial Securities Corporation, member FINRA/SIPC, clearing through Pershing, LLC. Lincoln Financial Securities Corporation, member FINRA/SIPC, is a wholly owned subsidiary of Lincoln Financial Group, which is the marketing name for Lincoln National and its affiliates.   Lincoln Financial Securities Corporation and its representatives do not offer tax or legal advice. You should consult your individual tax or legal professional regarding your individual circumstances.

                              Greater Piedmont Credit Union is not affiliated with Lincoln Financial Group.
                   Investments are not obligations of or guaranteed by Greater Piedmont Credit Union.
                                 Investments are not NCUA insured, may involve risk and may lose value.