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Bay Federal Investment Services


A comfortable retirement. Sending your child to college. Buying a first home. These and other important life goals can be achieved more easily when you have a sound savings plan to live by. That's where we can help.

Gina Bayer, CFS* Investment Advisor at Bay Federal Credit Union, is available to help you construct a realistic savings plan that you can feel good about - one that's affordable and sustainable. For those who are close to or already in retirement, Gina can review your income needs, align investments to meet those needs, and even help you create post-retirement income.

Make a difference in your financial life. Call Gina Bayer to schedule a no-obligation consultation today.

Gina BayerGina Bayer
CFS* Investment Advisor
Bay Federal Investment Services
831.479.6000 or 888.4BAYFED, option 7
gbayer@bayfed.com

Securities: AZ, CA, CO, HI, MA, MT, NC, NE, NJ, NM, NV, NY, OR, RI, VT, WA
Insurance: CA (#0B47344), NV, OR, NE

Prepare for your appointment with our online investor profile:

Online investor profile

eVISION®

eVISION® is a registered trademark of CFS. Complete pricing schedule available online. Extreme market volatility and trade volume may affect system access and execution. System response and account access times may vary due to market conditions, system performance and other factors.

Member Portfolio View
Bay Federal's Investment Investment Services available through CUSO Financial Services, L.P.*, a broker dealer, is pleased to provide our members’ access to Member Portfolio View. This free service provides you with convenient 24-hour online viewing of your Full Service brokerage account.

To get started, please contact your Investment Advisor and request your brokerage account Member ID and Password.


*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.

 

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Contact Bay Federal: 831.479.6000

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