Investments

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

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 16 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

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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, Walnut 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. CRN202504-2240577.

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