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Eglin Wealth Management, Investments & Retirement

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.