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Investment Advising

Income and savings can be eroded by taxes, inflation, catastrophic illness, failing to invest, and poor investment choices.  Point Loma Credit Union recognizes and supports financial needs beyond checking accounts and car loans.  We've partnered with UVEST Financial Services to deliver comprehensive planning and investment services, a leading provider in the financial institution marketplace since 1982.  UVEST is a registered broker/dealer and a member of both the NASD and SIPC.  UVEST Financial Services is solidly committed to helping credit union members create strategies for wealth accumulation and preservation.  UVEST offers a complete range of investment planning, products, and services.

Services

  • Comprehensive Financial Analysis
  • Investment Planning
  • Periodic Portfolio Review & Rebalancing
  • Education Planning
  • Retirement Planning
  • Estate Planning and Trust Services

Products

  • Equities and Fixed Income Securities
  • Mutual Funds
  • Fixed and Variable Annuities
  • Long Term Care and Life Insurance Plans
  • College Investment Programs

UVEST consultants will help you devise short-term tactics and long-term strategies to aid in achieving your financial goals and dreams.  As part of the comprehensive financial planning services, a UVEST Financial Consultant will work with you to fully explore and understand your needs and goals.  Together, you will analyze and evaluate the many facets of your financial plan.

For more information or to schedule an appointment call: toll free (888) 495-3400 option 5.

Securities are offered by, and Investment Consultants are registered with UVEST Financial Services, member NASD/SIPC.  UVEST is independent of any financial institution.  Securities (1) are not deposits of this institution; (2) are not insured or guaranteed by the NCUA or any other government agency; (3) are not obligations of, or guaranteed by, any financial institution; and (4) involve investment risks, including the potential for fluctuation in investment return and the potential loss of principal.



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Disclaimer:  Point Loma Credit Union is not responsible for the privacy practices or the content of web sites which we may provide a link to.  While all efforts are made to maintain the accuracy of information presented on the Point Loma Credit Union web site, we cannot guarantee that all information is current.  Please contact the credit union call center directly for the most current information at 858-495-3400.
Your funds are insured to $100,000 by the NCUA, National Credit Union Administration, a U.S. government agencyPoint Loma Credit Union is an Equal Housing LenderPoint Loma Credit Union is a member of America's Credit Unions

Your savings Federally insured to $100,000
by the NCUA, National Credit Union Administration,
a US government agency.  Point Loma Credit Union
is an Equal Housing Lender.