Wealth Management

At Maine State Credit Union, your financial well-being has always been our mission. We believe you deserve trusted guidance, clear advice, and personalized strategies to help you prepare for every stage of life.

That’s why we’ve partnered with Bayview Financial, a firm that shares our values and commitment to building long-term relationships founded on trust, integrity, and transparency. Together, we bring you the caring, member-first service you expect from us, paired with the deep expertise and specialized solutions of a leading wealth management firm.

When we searched for a wealth management partner, we wanted more than financial knowledge. We wanted a team that puts people first, values relationships as much as results, and takes the time to understand every client’s unique journey.

Bayview Financial’s mission is to empower individuals and families to pursue their financial goals through personalized wealth management strategies. Their team brings seasoned expertise, a transparent approach, and solutions designed to provide clarity and confidence in every financial decision.
Through this partnership, our members now have direct access to experienced advisors who can help you grow, protect, and enjoy your wealth—for today, tomorrow, and every stage in between.

• Personalized Strategies: Plans built around your goals, values, and life stage
• Comprehensive Services: From retirement planning to estate strategies, all in one place
• Local Service, Expanded Expertise: Our commitment to members backed by Bayview’s national insight
• Ongoing Guidance: A financial plan that adapts as your life and the market evolve

• Retirement Planning — Strategies to help your money last as long as you do
• Investment Advisory — Portfolios aligned with your goals and time horizon
• Tax-Efficient Strategies — Reduce your tax impact and keep more of what you earn
• Estate Planning — Protect your legacy for loved ones and causes you care about

At Maine State Credit Union, our members are at the heart of everything we do. Whether you’re taking your first steps toward building wealth, managing multiple priorities, or enjoying the rewards of retirement, we’re here to guide you every step of the way.

With Bayview Financial as our wealth management partner, we proudly serve:

• Young professionals building strong financial foundations
• Families balancing college, retirement, and long-term savings goals
• Business owners planning for growth and succession
• Retirees seeking stability, predictable income, and peace of mind

Your financial future matters to us. Through our partnership with Bayview Financial, you now have access to the personalized wealth management strategies and expertise you need to plan for every life goal.

To learn more, please visit Bayview Financial.