KeyPoint Credit Union has formed a relationship with LPL Financial to provide wealth management and investment services to our members. LPL Financial is a well-respected broker/dealer, with $475.6 billion in Advisory and Brokerage Assets as of December 31, 2015. Together, KeyPoint Credit Union and LPL Financial will provide you with a complete array of financial instruments, including stocks, bonds, mutual funds, annuities, insurance, state-of-the-art technology, and unbiased investment research.
Whether you need assistance getting started with a retirement plan, evaluating your investment portfolio, planning for college or other major expenses, we're here to help!
Call Mona Boomer for an appointment at (408) 731-4298.
Check the background of our investment professionals on FINRA's BrokerCheck.