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They’re your investments…but we treat them like our own.

The 5Point Investment Group program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

When you’re ready to invest, there’s nothing like having a professional right there with you – an advisor who takes the time to understand your goals and help you find the best ways to get there. Add quality financial products and dependable service, and you’ve got a combination that adds up to one thing – security. Our investment professionals are strongly grounded in today’s financial markets and are ready to connect you with strategies and products tailored to your needs.

Where do we start?

We start by determining where you want to go. Planning for retirement? Setting up a Roth IRA? Want to learn more about investment options – stocks, bonds, mutual funds, or annuities? Maybe it’s time to talk through life insurance options, start a college fund, or start planning for retirement. 5Point’s experts can talk you through your options, and we’re confident you’ll get the knowledge you need and the security your future deserves.

Meet Matt Borel

Matt, a financial advisor registered through CUNA Brokerage Services, will work closely with you in order to build the financial plan that will bring you closer to your goals. He’s also a Certified Retirement Planning Counselor, offering deep insight into the investment strategies that can fund your retirement. Matt’s available to meet with you at no cost or obligation. Check the background of this investment professional on FINRA's BrokerCheck.


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*5Point Investment Group Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.

Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution.  CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FR-3106020.1-0520-0622