Broker Check

Products & Services

At Bay Point Financial we provide assistance in the following areas:

Investments

  • Bonds
  • Stocks
  • Brokerage Accounts
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuity 
  • Alternative Investments

Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
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