Point Breeze Investment & Retirement Services

Good planning today can lead to valuable benefits in the future

Turn to the professionals at Point Breeze Investment & Retirement Services

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

A customized approach

We look at your finances individually because you deserve more than a cookie-cutter strategy.

No-cost, no-obligation

Your financial analysis comes with no strings attached.

Professional guidance

Our discussions can help you make informed decisions about your financial future.

Planning that's in person and on point

By working with Point Breeze Investment & Retirement Services, you'll have access to personalized advice from a financial advisor committed to listening to your goals and tailoring a strategy designed to help you pursue them. Our financial guidance covers various topics, depending on where you are in life and what you want to achieve.

  • Retirement Planning
  • Investment Planning
  • Insurance Planning
  • Education Planning
  • Business Planning

Jonathan Delp

Jonathan Delp
Financial Advisor
Call: 443.589.0409
Email: [email protected]

 

Submit the form below to request an appointment at your local Point Breeze Credit Union office for your initial no-cost, no-obligation consultation. You'll come away with your questions answered, knowing you have a collaborative partner ready to assist anytime.

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Helpful Links

Account Access

Manage your brokerage account anytime.

Calculators

Use these calculators to create investment strategies and monitor your progress. 

Financial Strategy

Explore the full array of investment strategies you can leverage for your retirement planning. 

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.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. 

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.