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.

The financial consultants at KeyPoint Financial Services are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advice offered through PFG Advisors, a Registered Investment Advisor. PFG Advisors and KeyPoint Financial Services are separate entities from LPL Financial.

KeyPoint Credit Union is not a registered broker/ dealer and is not affiliated with LPL Financial.

Not NCUA insured
No credit union guarantee
May lose value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA.