A Program to Help You Meet Your Financial Goals
Bayer Heritage Wealth Management makes available to BHFCU members a variety of insurance and investment products which complement those offered by Bayer Heritage Federal Credit Union. The program can provide a package of protection and asset accumulation products that can help you meet 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 credit union members - can work with you to help you achieve your personal financial goals and provide information on the following products and services:
- Wealth Management
- 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 Wealth Management representative , call Rob Duffy at 304.455.4029 x1822 or email Robert.Duffy@cunamutual.com .
Robert Duffy is a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC and a licensed representative of CMFG Life Insurance Company.
Check the background of this investment professional on FINRA's BrokerCheck .
Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.
Bayer Heritage Wealth Management Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-251980.1-0419-0521
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