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Retirement and Investment Services

A Program to Help You Meet Your Financial Goals

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

 
Rob Duffy - Bayer Heritage Retirement & Investment Services RepresentativeTo schedule your no-cost, no-obligation appointment with our Bayer Heritage Retirement & Investment Services 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 .
 






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Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.

Bayer Heritage Retirement & Investment Services 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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