Planning for retirement or want to learn more about rolling over your 401(K) or other retirement plan? Call our CFS** Investment Advisor, Gina Bayer at Bay Federal Credit Union, for a complimentary review of your current investments at 831.479.6000.

**Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and 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. Bay Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

The BALANCE Financial Fitness Program can put your financial goals within reach, free of charge as a benefit of your Bay Federal membership. Call 888.456.2227 to speak with a financial counselor or visit our Personal Finance Education Center.

Bay Federal offers a number of lending solutions to help you. Get help with your mortgage today!

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