announcing A new referral relationship effective June 4, 2024
For many years, Bayer Heritage Federal Credit Union (BHFCU) has endeavored to provide BHFCU members access to a variety of products and services outside of traditional bank products. We want to help members pursue personal financial objectives, whether those objectives involve saving for a home, providing a college education, investing for a comfortable retirement, or transferring wealth to the next generation. Essential to providing a wonderful member experience is being able to connect you to an investment professional to assist BHFCU members with reaching their personal financial goals.
With this objective in mind and after careful consideration, BHFCU has decided to terminate our relationship with CUNA/LPL Financial. Effective June 4th, we began a new referral relationship with Moyer Group Wealth Management of Raymond James.
The Moyer Group is a multigenerational family team with a strong legacy of goals-based wealth services. Collectively, the Moyer Group offers decades of experience, dedicated to innovative, thoughtful financial strategies for their clients. Crucial to our decision to partner with the Moyer Group was the fact that there are 11 members of the group dedicated to serving members at every BHFCU office location.
To schedule your no-cost, no-obligation appointment with a Bayer Heritage Retirement & Investment Services Representative, call the Moyer Group at 740-617-2580.
Robert “Bob” Burrow
President and CEO, Bayer Heritage FCU
A Program to Help You work towards Your Financial Goals
- Wealth Management
- Financial Planning
- Wealth Preservation
- Retirement Income Planning
- Education Funding
- Life Insurance Planning
- Investment Management
Find out more about the Moyer Group:
Moyer Group Wealth Management of Raymond James
*Raymond James financial advisors offer securities and investment advisory services through Raymond James & Associates, Inc., member New York Stock Exchange / SIPC. Securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.
Bayer Heritage Federal Credit Union and RJ have entered into an agreement in which BHFCU refers potential clients in exchange for a referral fee. Should you become a client, BHFCU would receive compensation. BHFCU receipt of this compensation creates an incentive for BHFCU to refer you to Raymond James rather than to other investment advisors with which it does not have similar referral arrangements, and a conflict of interest because BHFCU will only receive this compensation if you become a Client of Raymond James. BHFCU is not a current client of Raymond James. You will receive additional detailed disclosures regarding the referral arrangement prior to compensation being paid to BHFCU.