Notice | If your account has had no activity in the last year and you have not contacted the credit union, your account becomes dormant. After three years of dormancy, your account becomes abandoned, and the funds in the account will be sent to the State Comptroller by July 1, 2022.

Holiday Closing | We will be closed for Memorial Day on Monday, May 30.

You know your business. We know how to help.

The 5Point Investment Group 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.

Nobody knows your business like you do – what it needs, how it’s grown, and where you want it to go. Our investment professionals understand that, and they’ll work with you to find the right strategies. Together, you’ll define goals and plan for your business’ future. At 5Point, you’ll find quality financial products, dependable, trustworthy service, and professionals with your goals in mind – and with all of those on your side, you’ve got a head start for your business investing.

Meet Matt Borel

Matt, a financial advisor registered through CUNA Brokerage Services, will work closely with you in order to build the financial plan that will bring you closer to your goals. He’s also a Certified Retirement Planning Counselor, offering deep insight into the investment strategies that can fund your retirement. Matt’s available to meet with you at no cost or obligation.

Check the background of this investment professional on FINRA's BrokerCheck.

Request a Consultation

*5Point Investment Group Advisors 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. 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-3106020.1-0520-0622