Temporary Hours Due to COVID-19
All Point Breeze offices will be closed on Saturday, July 4, 2020 for Independence Day.
Online & Mobile Banking, AUDRE (Phone Teller) and ATMs remain available 24/7.

Point Breeze Investment & Retirement Services

The Point Breeze Investment & Retirement ServicesSM program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

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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.
 

Contact a Financial Professional

Jonathan Delp
Jonathan Delp

CUNA Brokerage Services, Inc.
Call: 443.589.0409
Email: Jonathan.Delp@cunamutual.com


Check the background of this investment professional 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.


*The Point Breeze Investment & Retirement Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. Point Breeze Investment & Retirement Services financial professionals are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution 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.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2628119.1-0719-0821