Your financial situation is unique, which is why an LPL Financial Advisor will work closely with you to determine a suitable strategy for your individual needs. Our no-obligation professional consultations can provide you with detailed information about all the financial products available to help you pursue your financial goals.

  • Financial Planning

  • Stocks, Bonds and Annuities

  • Mutual funds

  • Retirement Planning

  • 401(k) and 403(b) Rollovers
  • Tax Reduction Strategies

  • Education Funding

  • Life Insurance Planning

  • Long-Term Care Planning

  • Trust Services

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.