They’re your investments…but we treat them like our own.
The 5Point Investment Group program is offered through LPL Financial*, a broker/dealer focused on serving credit union members. LPL Financial is an affiliate of LPL Financial. For more information about LPL Financial, please visit www.finra.org
When you’re ready to invest, there’s nothing like having a professional right there with you – an advisor who takes the time to understand your goals and help you find the best ways to get there. Add quality financial products and reliable service, and you’ve got a combination that adds up to one thing – dependability. Our investment professionals are strongly grounded in today’s financial markets and are ready to connect you with strategies and products tailored to your needs.
Where do we start?
We start by determining where you want to go. Planning for retirement? Setting up a Roth IRA? Want to learn more about investment options – stocks, bonds, mutual funds, or annuities? Maybe it’s time to talk through life insurance options, start a college fund, or start planning for retirement. 5Point’s financial consultants can talk you through your options, and we’re confident you’ll get the knowledge you need to work toward the future you deserve.