Investment Services
Plan for the financial future of your business and employees. Contact our experienced LPL Investment Team 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
*Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bay Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the Credit Union and are not endorsed, recommended, or guaranteed by Bay Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bay Federal Credit Union and Investment Services at Bay Federal Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. Please check with your registered representative for state registrations.