All Point Breeze Credit Union offices will be closed on Thursday, November 22, 2018 for Thanksgiving Day. Enjoy easy access to your accounts via Online Banking, Mobile Banking and AUDRE (Phone Teller). View the full list of 2018 holidays here.

Investments

At Point Breeze Credit Union, we care about your financial well-being. To support you in making informed decisions about your financial future, we’ve collaborated with CUNA Brokerage Services, Inc. to bring you MEMBERS Financial Services located at Point Breeze Credit Union.

MEMBERS Financial Services

MEMBERS Financial Services located at Point Breeze Credit Union 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.
 

About Our Investment Services

You have access to a wide variety of financial management services. Working together with the MEMBERS Financial Services advisors, you'll create a road map for achieving your financial goals. MEMBERS Financial Services offers financial advice on a 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 consultation.
 

Contact an Advisor

Eric Edwards Photograph
Eric J. Edwards
CUNA Brokerage Services, Inc.
Call: 443.589.0409
Email: Eric.Edwards@cunamutual.com


Roy D. Hottel, CRPC®
CUNA Brokerage Services, Inc.
Call: 443.579.1415
Email: Roy.Hottel@cunamutual.com


Check the background of these investment professionals on FINRA's BrokerCheck.


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 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. 

FR-2211380.1-0818-0920