Investment Services
Plan for the financial future of your business and employees. Contact the CFS* Investment Advisor of Bay Federal's Investment Services Department at 831.479.6000, option 7.
- Set up a 401(k) or other retirement plan
- Invest in IRAs, mutual funds, stocks and bonds
- Purchase insurance, annuities and more
Payroll and Tax Services
Ask us for a list of providers that can assist you directly with:
- Payroll management
- HR compliance
- Tax assistance and more
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC 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.