Investment Services
Smart Investments with Quality Assistance
We know setting financial goals and planning for your future can seem overwhelming. That’s why Point West offers professional investment services courtesy of our partnership with Lion Financial and Dean Eisenbraun, a registered representative of Securities America and Arbor Point Advisors.
Building a Relationship
You know where you are – and where you want to go. Our goal is to help you get there. Services offered include:
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Asset management
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Pre-retirement planning
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Retirement income strategies
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Asset allocation
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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 pursue your goals. Here are some benefits of working with a financial advisor:
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Organize and simplify your financial life
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Access in-depth knowledge of financial solutions
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Spend more time doing the things you cherish most
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Enjoy a sense of comfort with the knowledge that someone who works with investments every day is working for you.
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No obligation consultation
Financial Advisor
Dean is a Financial Adviser registered through Securities America and Arbor Point Advisors.* 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 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 adviser in 2005. He holds Series 7 and 66 registrations through Securities America and Arbor Point Advisors, in addition to Oregon and Washington state life and health insurances licenses.
Dean Eisenbraun, Financial Advisor
503.505.6907
[email protected]
Disclosures
Not NCUA Insured / No Credit Union Guarantees / May Lose Value / Not a Deposit / Not Insured by any Government Agency
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. Advisory services offered through Arbor Point Advisors, LLC and Securities America Advisors, Inc.. Lion Financial Advisors, any mentioned Credit Union, Arbor Point Advisors, and Securities America are separate entities.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Check the background of this investment professional on FINRA’s BrokerCheck.