Tel: (617) 288-2420

Investments

A Program to Help You Meet Your Financial Goals

BFCU Financial Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members.  CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals?

There are many important financial decisions that must be made throughout someone's life, so we have collaborated with CUNA Brokerage Services to help members with all their financial needs.  Whether it's a newly married young couple, parents planning for a child's education, a worker planning for retirement or someone facing an unexpected job change, Ray Lazcano from BFCU Financial Advisors can help you reach your financial goals.

Whether your goals are large or small, contact Ray today to schedule a no-cost, no-obligation appointment to discuss your individual needs, including:

  • 401(k)/Pension Rollovers**
  • Retirement Planning                    
  • Business Planning 
  • Estate Conservation
  • 529 Education Funding
  • Wealth Management 
  • Stocks and Bonds
  • Mutual Funds    
  • Annuities 
  • Investment Planning
  • Life Insurance                           
  • Long-Term Care Insurance

Learn more about what BFCU Financial Advisors has to offer

Your BFCU Financial Advisor Check the background of this investment professional on: FINRA's BrokerCheck


*The BFCU Financial Advisor program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com

*BFCU Financial Advisors Professionals 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.

**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you.  There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

FR-3137917.1-0620-0722