Comprehensive Investment Solutions

With Sparkle Trust Investment Services, plan confidently for your future. Our experienced advisors provide personalized investment strategies and retirement planning to help you achieve your financial goals.

Investment Management

Professional portfolio management tailored to your risk tolerance, time horizon, and financial objectives.

  • Personalized investment strategies
  • Diversified portfolio construction
  • Regular performance reviews
  • Risk assessment and management
  • Tax-efficient investing strategies

Retirement Planning

Comprehensive retirement solutions including IRAs, 401(k) rollovers, and income planning for retirement.

  • Traditional & Roth IRA accounts
  • 401(k) and pension rollovers
  • Retirement income strategies
  • Social Security optimization
  • Required Minimum Distribution planning
  • Estate planning coordination

Wealth Management

Holistic financial planning integrating investments, tax strategies, and estate planning for comprehensive wealth preservation.

  • Comprehensive financial planning
  • Estate and legacy planning
  • Education funding strategies
  • Charitable giving solutions
  • Business succession planning

Expert Advisors

Work with certified financial professionals who understand your unique financial situation and goals.

Diversified Portfolios

Strategically allocated investments across multiple asset classes to manage risk and optimize returns.

Regulatory Protection

Your investments are protected through SIPC insurance and additional coverage up to applicable limits.

Digital Access

Monitor your portfolio performance and access financial insights through our secure online platform.

Retirement Account Options

Traditional IRA

Tax-deferred growth with potential tax-deductible contributions

Roth IRA

Tax-free growth and qualified withdrawals in retirement

401(k) Rollovers

Consolidate retirement accounts for better management

SEP IRA

For self-employed individuals and small business owners

Annuities

Guaranteed income streams for retirement

Brokerage Accounts

Taxable investment accounts with flexible access

Personalized Financial Advisory Services

Our team of financial advisors takes the time to understand your unique circumstances, goals, and concerns to develop a customized financial plan.

Initial Consultation

Comprehensive review of your financial situation and objectives

Customized Strategy

Personalized investment plan aligned with your risk tolerance and timeline

Ongoing Monitoring

Regular portfolio reviews and adjustments as market conditions change

Comprehensive Reporting

Detailed performance reports and transparent fee structures

Why Choose Sparkle Trust Investment Services?

As a member-focused financial institution, we offer distinct advantages that set us apart from traditional investment firms.

Member-Focused Approach

Our non-profit structure means we prioritize member benefits over shareholder profits

Elected Volunteer Board

Governed by members who understand your financial needs and concerns

Community Reinvestment

Investment funds support other members through competitive loan products

Regulatory Protection

All accounts are insured by the National Trust Service Administration

Our unique structure allows us to offer higher potential returns on investments while providing loans to members who might not qualify at traditional banks, creating a virtuous cycle of community financial support.

Get in touch

Ready to plan your financial future?

Speak to a Sparkle Trust Consolidated investment specialist at (914-240-7331)