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 Preparing for retirement, sending children to college, purchasing a first home — these are some of the lifestyle goals we set for ourselves, oftentimes without spending adequate time planning how to achieve them. Bay Federal Investment Services, registered through CUSO Financial Services, L.P. (CFS), is here to help you determine and plan for your varied financial goals. Located at Bay Federal Credit Union, our CFS Investment Advisors are available to guide you through important investment decisions with the latest information on a wide array of products including:
Bay Federal Investment Services offers complimentary financial consultations. Call us at 831.479.6000, or toll-free at 888.4BAYFED, option 7. Gina Bayer, Paul Clark CFP®, and Ted Crotwell, Investment Advisors, are employees of Bay Federal Investment Services and are registered through CUSO Financial Services, L.P. Investment Products and Services are offered through CFS, an independent broker dealer, are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value. Bay Federal Credit union is in partnership with CFS. (Member FINRA/SIPC) Individual Bay Federal Investment Advisors’ licensure information follows:
Gina Bayer
Investment Services Manager and Investment Advisor Securities: AZ, CA, CO, MT, NE, NJ, NM, NV, NY, OR, RI, VT, WA
Paul Clark, CFP®
Investment Advisor and CFP Securities: CA, OR, WA Insurance: CA, WA
Ted Crotwell
Investment Advisor Securities: CA Insurance: CA
eVISION® You are leaving the web site of Bay Federal Credit Union, an NCUA/NCUSIF insured savings institution, which offers insured deposit products, and proceeding to the web site of eVISION, a site operated by CUSO Financial Services, L.P. (CFS) (Member FINRA/SIPC). Brokerage products offered through CFS are not NCUA/NCUSIF insured and are subject to investment risk.
Contact Bay Federal: 831.479.6000
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