First-Time Homebuyers

Our new program features a 3% down payment and no closing costs!* Learn more

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The LPL Financial Advisors at Bay Federal Credit Union

Your Investment Team

Work towards important life goals with confidence with our LPL Financial Advisors.

Meet the Investment Team
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How We Can Help

Products and Services we offer and Frequently Asked Questions of our LPL Financial Advisors.

Learn How We Can Help
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Strategies and Milestones

Learn about popular income strategies and ways to prepare for a comfortable retirement.

View Strategies and Milestones
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Plan Your Retirement

The LPL Financial Advisors can help you prepare for the future with a personalized retirement plan.

Learn About Retirement Planning

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Socially Responsible

Align your investment goals with your values through our Socially Responsible Investing options.

Learn About Responsible Investing

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Managing Inheritance

Our LPL Financial Advisors can guide you through your options with sound financial planning.

Manage Your Inheritance

Cash Value Life Insurance

Cash Value Life Insurance

Safeguard your family’s future while keeping the flexibility to support your long-term financial goals.

Learn About Life Insurance
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Account View

Our new online investment portfolio, available through LPL Financial, will soon be available for our clients!

Find Out More

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bay Federal Credit Union and Investment Services at Bay Federal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services at Bay Federal Credit Union, and may also be employees of Bay Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bay Federal Credit Union or Investment Services at Bay Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency  Not Credit Union Guaranteed  Not Credit Union Deposits or Obligations  May Lose Value 


The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
 

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