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Business Investing

Planning for the financial future of your business and employees.




 

RETIREMENT PLANNING

  • Dedicated Financial Consultants.
  • Variety of Business Retirement Plans to choose from.
  • Free, no obligation consultations.
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INVESTMENT SERVICES

  • Stocks & Bonds.
  • Mutual Funds.
  • Annuities.
  • Enhanced Cash management Solutions.
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SUCCESSION PLANNING

  • Succession Planning.
  • Key Person Life Insurance.
  • Group disability and long term care.
  • Other Planning Strategies available.
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WEALTH MANAGEMENT

  • Cash Management Products.
  • Charitable Giving.
  • REITS.
  • VISTA Mutual fund wrap.
Learn More »

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bethpage Federal Credit Union and Bethpage Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bethpage Financial Group, and may also be employees of Bethpage Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bethpage Federal Credit Union or Bethpage Financial Group. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

LPL Financial's Privacy Policy

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Contact a Bethpage Financial Group representative today to schedule an appointment:

800-628-7070 prompt 2, 6, 2

Meet the BFG Team