The Financial Advisors with Investment Services at Bay Federal Credit Union will work to align your financial strategy with your goals and values.
You should feel good about where your hard-earned savings will be invested. Whether contributing to your retirement or investing in your portfolio, you have the ability to align your funds within industries that meet your moral standards.
LPL Financial Advisors offer socially-screened portfolios that support:
- Environmental sustainability and the efficient use of natural resources
- Human rights and sustainable business practices
- Transparent and accountable governance
Learn more about socially responsible investing and schedule a complimentary appointment today!
Get in Touch
If you would like an LPL Financial Advisor at Bay Federal Credit Union to contact you, please complete and submit the following information.