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Your Investments Can Make a Difference

Don’t just set yourself up for the future,
help set the future up for you and your loved ones.

Let the money you’ve worked hard for go to work for you. By investing in industries with your shared goals and morals, you can help ensure the future you’re earning for is bright.

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:

We offer socially-screened portfolios that support:

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

Schedule an appointment today to learn more about Sustainable and Socially Responsible Investing!


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 

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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