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

The 5Point Investment Group program is offered through LPL Financial*, a broker/dealer focused on serving credit union members. LPL Financial is an affiliate of LPL Financial. For more information about LPL Financial,  please visit www.finra.org.

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 reliable service, and you’ve got a combination that adds up to one thing – dependability. 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 financial consultants can talk you through your options, and we’re confident you’ll get the knowledge you need to work toward the future you deserve.

Meet Matt Borel

Matt, a financial advisor registered through LPL Financial, will work closely with you in order to build the financial plan that will work toward bringing 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.

CRPC conferred by College for Financial Planning.

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Matt Borel is a Financial Advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer member FINRA/SIPC.  Insurance products are offered through LPL or its licensed affiliates. 5Point Credit Union and 5Point Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using 5Point Investment Group, and may also be employees of 5Point Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, 5Point Credit Union or 5Point Investment Group.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value | CRPC conferred by College of Financial Planning

  The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows
LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

 

FR-3106020.1-0520-0622