Bay Federal Credit Union
Investment Services at Bay Federal Credit Union

Empowering Women. Empowering You.

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Invest in What Matters Most to You

As LPL Financial Advisors with Investment Services at Bay Federal Credit Union, we believe everyone deserves to feel confident about their financial future, and we are committed to empowering women in their investment journeys. We understand the unique challenges that can impact your financial plans, like career breaks or big life changes. Our team is ready to support you with simple, personalized strategies that could help to improve your financial future.

Whether you're planning for retirement, managing wealth transfers, or navigating life transitions, we're here to guide you. Together, we’ll create a plan that helps you move toward your goals:

  • Building financial independence
  • Managing wealth transfer across generations
  • Navigating life changes like career shifts or retirement

Our approach is welcoming to everyone, ensuring personalized guidance no matter your financial journey. Learn more by scheduling a complimentary appointment today!

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How We Can Help

We are here to assist in planning all stages of life.

 

Plan Your Retirement

Prepare for the future you want with a personalized retirement plan.

 

Managing Inheritance

Our LPL Financial Advisors can guide you through your options with sound financial planning.

 

Socially Responsible Investing

Align your investment goals with your values through our Socially Responsible Investing options.

 

Meet the Investment Team

Work towards important life goals with confidence with our LPL Financial Advisors.

Get in Touch

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

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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