2019 Scholarship

Win $1,500 for school! Apply for our 2019 Education Scholarship.
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Your Inheritance
We’re here for you.

Receiving an inheritance or unexpected financial windfall can feel overwhelming. Even knowing where to start may be a challenge.

Our CFS* Investment Advisors can guide you through your options with sound financial planning. We can help you:

  • Review your assets and determine available options
  • Prepare long-term financial strategies
  • Bolster your own retirement savings
  • Set up Beneficiary IRAs and potentially avoid tax consequences

Schedule a complimentary appointment today!


If you would like a CFS* Investment Advisor at Bay Federal Credit Union to contact you, please complete and submit the following information.

 

 

 

*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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