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Investment Services

MEMBERS Financial Services

At Point Breeze Credit Union, we recognize the importance of your financial decisions and we are here to assist you. To support you in making informed decisions, we’ve collaborated with CUNA Brokerage Services, Inc. (CBSI) to bring you MEMBERS Financial Services.

MEMBERS Financial Services offers guidance by providing individualized financial analysis to assist you in making more informed decisions about 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.

Working with the MEMBERS Financial Services advisors, you will get sound, objective, personalized advice from someone you can count on. Contact an advisor today for an initial no-cost consultation!
Check the background of this investment professional on FINRA's BrokerCheck.

About Our Investment Services

You have access to a wide variety of financial management services at one location. Working together, we’ll create a road map for achieving your financial goals. MEMBERS Financial Services can assist with:
  • Retirement Planning
  • Investment Planning
  • Insurance Planning
  • Education Planning
  • Business Planning
  • And More

Helpful Links

Financial Solutions – learn more about the full range of financial solutions.
Account Access – log in 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.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with Point Breeze Credit Union to make securities available to members.

Not NCUA/NCUSIF/FDIC insured • May Lose Value, No Financial Institution Guarantee • Not a deposit of any financial institution

CBSI is a registered broker/dealer in all fifty states of the United States of America.


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