Products and Services we offer and Frequently Asked Questions of our LPL* Financial Advisors.
Learn How We Can Help
Our LPL* Financial Advisors can guide you through your options with sound financial planning.
Manage Your Inheritance
Safeguard your family’s future while keeping the flexibility to support your long-term financial goals.
Learn About Life Insurance
Our new online investment portfolio, available through LPL Financial,* will soon be available for our clients!
Find Out 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.