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Retirement and Investment Services

A Program to Help You work towards Your Financial Goals

BHFCU works with the Moyer Group Wealth Management of Raymond James to make available to members a variety of insurance and investment products. The program can provide a package of asset accumulation and protection 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. Dedicated career professionals can work with you to help you work towards 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 a Moyer Group/Raymond James representative, call them at 740-617-2580.


 Find out more about the Moyer Group:

Moyer Group Wealth Management of Raymond James


 

*Raymond James financial advisors offer securities and investment advisory services through Raymond James & Associates, Inc., member New York Stock Exchange / SIPC.  Securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.

Bayer Heritage Federal Credit Union and RJ have entered into an agreement in which BHFCU refers potential clients in exchange for a referral fee. Should you become a client, BHFCU would receive compensation. BHFCU receipt of this compensation creates an incentive for BHFCU to refer you to Raymond James rather than to other investment advisors with which it does not have similar referral arrangements, and a conflict of interest because BHFCU will only receive this compensation if you become a Client of Raymond James. BHFCU is not a current client of Raymond James. You will receive additional detailed disclosures regarding the referral arrangement prior to compensation being paid to BHFCU. 




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