EGLIN FINANCIAL SERVICES
Mark Kilbride, Financial Advisor
It is Mark's goal to help you understand your financial options, provide education on the "tried and true" principles of investing and help you formulate a plan to successfully meet your goals. Click any of the links below to learn more about Mark or to contact him via email.
Schedule a No-Cost, No-Obligation Appointment
Helping members at every stage of life to address and achieve their financial goals. EGLIN FINANCIAL SERVICES Investments & Retirement provides financial counseling, retirement assistance and investment and insurance packages for members of Eglin Federal Credit Union. EGLIN FINANCIAL SERVICES is conveniently located inside the Eglin Federal Credit Union Main Branch at 838 Eglin Pkwy NE, Fort Walton Beach, FL 32547. EFCU members can set up a no-cost, no-obligation appointment by calling 850.862.0111 or 800.367.6159 x.1321.
401(k), DROP, IRA & TSP Rollovers
Investment & Retirement Services
- Mutual Funds
- Stocks & Bonds
- Life Insurance
- Long-Term Care Insurance
- 401(k) Transfers
Manage Investments Online
Once you have established investment accounts through EGLIN FINANCIAL SERVICES, you can conveniently access your portfolio holdings, account activity, balances and order status online at CUNA Brokerage Services, Inc. website.
EFCU Members may also access Investor Connection from CUNA Brokerage Services, Inc. Investor Connection provides a group of online financial services tools designed exclusively for credit unions and their members. It provides online securities trading, information on insurance and investment products, money management tools, financial calculators and workbooks, online service, an online financial library and more.