We are working with Securities America, Inc. Member FINRA/SIPC to bring you a wide range of wealth management and investment services to our members. Together, we 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!
For an appointment with one of our Financial Advisors, please call Mona Boomer at (408) 731-4298.
Check the background of our investment professionals on FINRA's BrokerCheck
Registered representatives offer securities through Securities America, Inc., Member FINRA/SIPC. Financial Advisors offer Advisory services through PFG Advisors. KeyPoint Financial Services, KeyPoint Credit Union, PFG Advisors, and Securities America are separate entities. Securities America and its representatives do not provide tax or legal advice.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Not NCUA insured
No credit union guarantee
May lose value