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 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 Reviews
- Long-Term Care Insurance
- 401(k), DROP & TSP Rollovers
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.
More Investment & Retirement Resources
Latest Market News & info
The Eglin Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. Eglin Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with Eglin Federal Credit Union to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2218017.1-0818-0920