Tools

A variety of investment tools are at your disposal when you work with the professionals of the South Jersey Financial Network.

Among the investment products offered are:

  • *Fixed Annuities - Annuities are contracts between you and an insurance company for a specified term. They are designed as a conservative, long-term investment. They offer a fixed rate of interest so your funds are not subject to market fluctuations. Your principal and rate of return are guaranteed, and you earn tax-deferred interest until you withdraw funds. Fixed annuities offer a steady stream of income for life by annuitizing your accumulated funds.
  • Variable Annuities
  • Stocks
  • Bonds
  • Mutual Funds
  • ETFs (Exchange Traded Funds)
  • UITs (Unit Investment Trusts)

 

*Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 are subject to a 10% IRS penalty tax and surrender charges may apply.

 

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P.O. Box 5530, 1615 Hurffville Road, Deptford, NJ 08096
Phone: 800-582-7640
Fax: 856-232-9190

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. SJFCU is not a broker/dealer and not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities
business with residents of the following states: CA, DE, FL, MD, NC, NJ, NY, OH, PA. Licensed to sell Insurance Products in CA, FL, NC, NJ, OH, PA.