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Multi-generational family enjoys a Fall walk in the park

Invest in Your Future

There’s no time like the present to set yourself up for the future. The LPL Financial Advisors with Investment Services at Bay Federal Credit Union are here to guide you down the path to an exciting and comfortable retirement.

Investment Services with Bay Federal Credit Union offer:

  • Retirement strategies based on your goals
  • Inheritance Management
  • Cash Value Life Insurance
  • Socially Responsible Investing

Schedule an appointment today to look at your options!


If you would like an LPL Financial Advisor at Bay Federal Credit Union to contact you, please complete and submit the following information.

 

 

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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