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Heartbeat Line

Investments

Heartbeat Line

Our main goal here at Befit Federal Credit Union is help you be Be Happy. Be Healthy. Befit Financially. 

Investments

Come see our in-house Financial Advisor Samantha Davenport for a complimentary financial consultation.  Samantha has been providing financial planning services for our members for over 14 years, don’t miss out on this incredible value!  Samantha can help you assess your overall financial health and well being and provides the following products & services:
  • Financial planning
  • Access to Investment management services
  • IRA’s/Roth IRA’s
  • Retirement plans for small businesses
  • College savings 529 Plans
  • Life insurance
  • Disability income insurance
  • Long-term care insurance

Samantha Sagers-Davenport, CFBS, is a registered representative of and offers securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (3003 Oak Road, Suite 250, Walnu​​t Creek, CA 94597, Phone 925-979-2300). MassMutual Northern California is not a subsidiary or affiliate of MML Investors Services, LLC. Samantha Sagers-Davenport CA Insurance License #0E57325. CRN202201-258216

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