Bay Federal Credit Union
Investment Services at Bay Federal Credit Union

Managing Inheritance and Wealth Transfer

Connect with an Advisor

Managing inheritances can feel overwhelming, and even knowing where to start may be a challenge.

Whether your focus is managing an unexpected financial windfall or leaving money to heirs and loved ones, an LPL Financial Advisor is 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

Get in Touch

If you would like an LPL Financial Advisor located 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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