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Point Breeze Investment & Retirement Services offers guidance to Point Breeze members by providing individualized financial analysis to assist you in making informed decisions for your financial future. And best of all,
the financial analysis is a no-cost, no-obligation service that we offer to you, our valued members, right where you already do your banking—at your local Point Breeze Credit Union office.
You have access to a wide variety of financial management services. Working together with a Point Breeze Investment & Retirement Services financial professional, you'll create a road map for achieving your financial goals. Point Breeze Investment & Retirement Services offers financial advice on a wide range of topics, including:
- Retirement Planning
- Investment Planning
- Insurance Planning
- Education Planning
- Business Planning
- And More
You will get sound, objective, personalized advice from someone you can count on.
Submit the form below to request an appointment for your initial no-cost, no-obligation consultation.
Helpful Links
Account Access – login to your brokerage account.
Investment Calculators – explore calculators to help clarify your goals.
Folio Dashboard – invest on your own; choose from a variety of portfolios.
Financial Solutions – learn more about the full range of financial solutions.
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. Point Breeze Credit Union and Point Breeze Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Point Breeze Investment & Retirement Services, and may also be employees of Point Breeze Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Point Breeze Credit Union or Point Breeze Investment & Retirement Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.