Plan your future.

Save for your child’s future with a 529 Plan while starting or expanding your portfolio with an Individual Retirement Account (IRA).

Our Osaic Institutions* financial advisors will review your current plan and create an investment roadmap based on your goals.

It’s finally time to enjoy the things you’ve worked so hard for. Stay on top of your annual reviews to get the most out of your nest egg.

Real people. Ready to get you started.

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Margaret Taylor

Margaret Taylor, MBA CRPC®

Osaic Institutions Financial Advisor

(757) 595-2147

Margaret understands that the cornerstone of financial planning is recognizing everyone’s unique economic and life situations. Her goal and commitment is to build a lifelong relationship with members and their families while exploring the best options to help reach their financial goals.

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Want to make your own investment decisions?

NetXInvestor is your premium choice for online investing in stocks, options, and mutual funds.

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Access your portfolio online.

View your full-service brokerage account online through Client Connect.

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(757) 928-8850 · (800) 928-8801

Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency.

Our website contains links to websites owned and operated by third parties. If you use these links, you leave our website. BayPort Credit Union has no control over the contents of such linked websites or third parties and is not responsible for these websites, their content, or availability.

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