BCU Investment Advisors: Retirement Services, Investments, Insurance

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Featured Retirement Planning Our 2013 Tax Reference Guide is Now Available!

Our Team

Our Team Our team of knowledgeable, experienced advisors are here to help you make the best financial decisions for your unique situation and needs.

Workshops & Webinars

Our Team From investing to retirement to college funding, you'll find comprehensive financial education on topics that matter to you.

  • About Us

  • Life Stories
  • Our Team
  • Our Process
  • Visit Checklist

  • Our Services

  • Financial Guidance
  • Retirement Planning
  • IRA Assistance and 401k/Pension Rollover Strategies
  • College Planning
  • Insurance
  • Wealth Management
  • Finance and Estate Planning

  • Resource Center

  • Workshops & Webinars
  • Calculators
  • Financial Library
  • Newsletters & Articles

  • Contact Us

  • Request a Complimentary Portfolio Review
  • Ask a Financial Advisor at BCU
  • Email Updates
  • Terms & Conditions
  • Privacy Policy
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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Baxter Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. BCU Investment Advisors is a trade name for the investment services available at BCU.