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Retirement and Investment Services

A Program to Help You work towards Your Financial Goals

Bayer Heritage Retirement & Investment Services make available to BHFCU members a variety of insurance and investment products. The program can provide a package of protection and asset accumulation products that can help you pursue your personal financial objectives; whether those objectives involve saving for a home, providing a college education or planning for a comfortable retirement. A dedicated career professional - carefully selected and trained to serve our Bayer HFCU members - can work with you to help you work towards your personal financial goals and provide information on the following products and services:

  • Wealth ManagementBayer Heritage Retirement and Investment Services logo
  • Financial Planning 
  • Wealth Preservation
  • Retirement Income Planning
  • Education Funding
  • Life Insurance Planning 
  • Investment Management

 
To schedule your no-cost, no-obligation appointment with our Bayer Heritage Retirement & Investment Services representative, call Suzanne Ice at 800.272.6003 x 1822 or email Suzanne.Ice@lpl.com.


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Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.
 
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted for any resident of any other state. 
 
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. Bayer Heritage Federal Credit Union and Bayer Heritage Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bayer Heritage Retirement & Investment Services, and may also be employees of Bayer HFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bayer HFCU or Bayer Heritage Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:




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1-800.272.6003