Receiving an inheritance or unexpected financial windfall can feel overwhelming. Even knowing where to start may be a challenge.
Our LPL* Financial Advisors are available to walk you through your options and help to safeguard your family’s long-term financial goals.
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
Schedule a complimentary appointment today!
*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 site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, DC, HI, ID, IN, MA, MN, MT, NC, NM, NV, NY, OK, OR, SD, TN, TX, and WA.