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!
*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.