Investment Services

Watch your investments grow like crazy

We know setting financial goals and planning for your future can seem overwhelming. That’s why Point West offers expert investment services courtesy of our partnership with Lion Financial and Dean Eisenbraun.

Building a Relationship

When it comes to your financial goals and dreams, Point West knows taking action is vital to your success. You know where you are – and where you want to go. Our goal is to help you get there.

Services Offered

  • Asset management
  • Pre-retirement planning
  • Retirement income strategies
  • Asset allocation
  • PERS evaluation & counseling

Member Centered Approach

When it comes to financial advice it’s all about you. Whether you’re saving for retirement, planning for something special, or simply looking for a little more financial stability we’re here to help you achieve your goals.

Benefits of Working With an Advisor

  • Organize and simplify your financial life
  • Access in-depth knowledge of financial solutions
  • Spend more time doing the things you cherish most
  • Enjoy a sense of comfort with the knowledge that someone who works with investments every day is working for you.
  • No obligation consultation

Financial Advisor

Dean is a Financial Advisor registered through KMS Financial Services.* He works in partnership with members to identify needs, establish goals, develop a plan, select appropriate financial strategies, and provide ongoing consultation in order to help meet financial objectives.

Dean’s mission is to develop a trusted financial relationship by providing professional guidance, solutions based on client needs, and a relaxed environment in which to discuss financial issues. These are the cornerstones of Dean’s business.

Dean became a financial advisor in 2005. He holds FINRA Series 7, 63, and 65 registrations, in addition to Oregon and Washington state life and health insurances licenses.

Dean Eisenbraun – Financial Advisor

Online Made Easy.

Manage your accounts how you want, when you want. Even though we’re based in Portland, Oregon; Point West offers all the benefits of Online Banking, so you can take us with you wherever you go. So go on! Get out there! We’re only a mouse click away.

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Personal Auto Shopping.

In the market for a new or pre-owned vehicle? Let Dale Gordon and Auto Mentors be your first step! We’ve partnered with Auto Mentors to help you find the vehicle you want without setting foot on the lot. We’ll get you into your new vehicle in no time!

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Loans Simplified.

As a not-for-profit, member-owned, Portland, Oregon based credit union, we return the money we make to our members in many ways, including low loan rates. Compare our loan products and rates today.

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*Securities and advisory services offered through KMS Financial Services, Inc. Member FINRA / SIPC. Investments Are: NOT NCUA/FDIC INSURED, NO CREDIT UNION GUARANTEE, MAY LOSE VALUE.

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