Bay Federal Credit Union
Investment Services at Bay Federal Credit Union

How We Can Help

Get a complimentary, no-obligation initial consultation with an LPL Financial Advisor.

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Have You Asked Yourself These Questions?

Are you questioning when you’ll be able to retire and how much money you’ll have to spend? Want to prepare a financial plan for sending your child off to college? Or maybe you’ve recently inherited money and need help understanding your options?

If you can answer "Yes" to these questions or any other Frequently Asked Questions, consider making a complimentary appointment with our LPL Financial Advisors today!

LPL Financial Advisors at Investment Services at Bay Federal Credit Union are available to help you construct a financial plan that you can feel good about – one that’s addressed to your own individual needs, goals, and objectives. They are here to assist in all stages of life, whether you’re planning for a major purchase, close to or in retirement, or saving for college.

If you would like an LPL Financial Advisor at Investment Services at Bay Federal Credit Union to contact you, please complete and submit the following information.

What We Offer:

  • Complimentary, no-obligation initial consultation with an LPL Financial Advisor
  • Investments from a robust selection of mutual funds, stocks, bonds, managed options, and other securities
  • Management of retirement plans, 401(k), 403(b), 457 transition assistance, and IRAs
  • Income and inheritance management
  • Fixed, indexed, structured, and variable annuities

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:

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. 

LPL Financial Form CRS: www.lpl.com/CRS
Investment Services at Bay Federal Credit Union

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