KeyPoint Financial Services
Your choice for Financial Services
Tailored Wealth Management
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We create strategies that are tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
Let's talk about your investment strategies.
"Employ your time well, if you mean to gain leisure."
- Benjamin Franklin
We are working with LPL Financial a Member FINRA/SIPC. to bring you a wide range of wealth management and investment services to credit union members. Together, we will provide you with an array of financial instruments, including stocks, bonds, mutual funds, annuities, insurance, state-of-the-art technology, and comprehensive 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!
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.