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Online Financial Management Tool

Sun National Bank offers online financial management tools to help you track spending, create budgets, save money, and more. Plan for the future with FinanceWorks™ and get a step by step guide through the tax return process with TurboTax®-you may even end up keeping more of your hard earned money. To enroll, log in to online banking, visit your local branch or call 800.SUN.9066. 

Features:
  • Track spending and create budgets with FinanceWorks™
  • Prepare, print and e-file simple Federal returns with TurboTax®
  • Available through online banking

     



   
   
 
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Sun Financial Services, LLC is a wholly-owned subsidiary of Sun National Bank.
INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and registered investment advisor, is not affiliated with Sun Financial Services, LLC, or Sun National Bank. Securities, advisory services and insurance products are offered through INVEST, and affiliated agencies:
  • Are not insured by the FDIC or any other government agency;
  • Are not deposits or other obligations;
  • Are not guaranteed by any bank; and
  • Are subject to investment risks, including possible loss of the principal invested.