2019 Scholarship

Win $1,500 for school! Apply for our 2019 Education Scholarship.
Apply Now

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Investment Team

Your Investment Team

Work towards important life goals more easily with our CFS* Investment Advisors.

Meet the Investment Team
Supervisory Committee

How We Can Help

Products and Services we offer and Frequently Asked Questions of our CFS* Investment Advisors.

Learn How We Can Help

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 CFS* Investment Advisors can help you prepare for the future with a personalized retirement plan.

Learn About Retirement Planning
Socially Responsible Investing

Socially Responsible

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

Learn About Responsible Investing
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Your Inheritance

Our CFS* Investment 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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Member Portfolio View

Ready to take charge of your investments? Now you can! Access MPV and eVision.

View Member Portfolio View

Check the background of our investment professionals on FINRA’s BrokerCheck.

*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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