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We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
Suffolk Credit Union is a financial cooperative located on Long Island, New York, with over 55 years of service to the community. Established in 1967, it operates on a non-profit basis, owned and controlled by its members. The credit union offers a variety of financial services, including checking and savings accounts, personal and auto loans, mortgages, credit cards, and investment services. In addition to traditional banking, Suffolk Credit Union provides financial planning assistance, retirement planning, and insurance services. Members can access their accounts conveniently through online and mobile banking. The credit union is dedicated to community involvement, partnering with local organizations and educational institutions to support development initiatives. With ten branch locations across Long Island, Suffolk Credit Union serves individuals and families in Suffolk and Nassau Counties, focusing on personalized service and financial literacy.