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 Manageme nt 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. 

View more of Robert Duffy's Advisor Bio

Check the background of this investment professional on FINRA's BrokerCheck .


Helpful Links:

Account Information

Financial Solutions

Folio Dashboard

Calculators


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

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC , a registered broker/dealer and investment advisor. 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-1705784.1-0217-0319