Turn to the professionals at Point Breeze Investment & Retirement Services
A customized approach
We look at your finances individually because you deserve more than a cookie-cutter strategy.
Your financial analysis comes with no strings attached.
Guidance you can trust
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, you'll have access to objective, knowledgeable advice from an investment advisor committed to listening to your goals and tailoring a strategy designed to help you reach them. Our financial advice 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
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 all of your questions answered, knowing you have a trusted partner ready to assist anytime.
Manage your brokerage account anytime.
Use these calculators to create investment strategies and monitor your progress.
Take a DIY approach to investing by choosing from various portfolios.
Explore the full array of investment solutions 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.