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Socially Responsible Investing Align your investment goals with your values.

You should feel good about how your hard-earned savings will be used when you invest it. Whether contributing to your retirement or investing in your portfolio, you have the ability to potentially grow your funds in industries that match your moral identity.

The LPL Financial Advisors at Bay Federal Credit Union are available for a complimentary review of your retirement plans and options, inheritance solutions, and investment needs. We offer socially-screened portfolios that support:

  • Environmental Sustainability and Resource Efficiency
  • Equitable Societies and Respect for Human Rights
  • Accountable Governance and Transparency

Learn more about socially responsible investing and schedule a complimentary appointment today!


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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