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 expert investment services courtesy of our partnership with Lion Financial and Dean Eisenbraun, a registered representative of KMS Financial Services, Inc.

Building a Relationship

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 Adviser registered through KMS Financial Services, Inc.* 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 adviser in 2005. He holds Series 7, 63, and 65 registrations through KMS, in addition to Oregon and Washington state life and health insurances licenses.

Dean Eisenbraun – Financial Adviser
503.505.6907

 

Retirement Planning & Investing

Recent events have created a level of uncertainty in the markets, leaving investors unsure how to prepare for their financial future. In this seminar, Dean Eisenbraun, Financial Advisor at Trailhead, will discuss ways to keep your retirement goals on track and ways to avoid making common mistakes.

Date: March 23, 2017 from 12pm – 1pm

Location: 4th Floor Hospitality Suite, 220 NW Second Ave, Portland

Please RSVP to marketing@trailheadcu.org.


Understanding Social Security

Decisions about Social Security can be complex. Get all the details to help you bring the bigger picture of Social Security and your retirement into focus.

Join Dean Eisenbraun, Financial Advisor for an educational seminar where you’ll learn key facts about the Social Security program.

Date: May 18, 2017 from 12pm to 1pm

Location: TBD

Please RSVP to edung@pointwestcu.com or 503.546.5000


PERS Simplified

It’s never too late to learn about PERS! Investigate your retirement options and see how Dean Eisenbraun, Financial Advisor can help.

Two Dates Available!

Dates: June 15, 2017 from 6pm to 7pm and November 2, 2017 from 12pm to 1pm

Locations: TBD

Please RSVP to edung@pointwestcu.com or 503.546.5000

 

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, in states where licensed, exclusively through representatives of KMS Financial Services, Inc.,

Member FINRA/SIPC and an SEC Registered Investment Advisor.

This site is for information purposes only and is not an offer to sell or a solicitation to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

Investments Are: NOT NCUA/FDIC INSURED, NO CREDIT UNION GUARANTEE, MAY LOSE VALUE.

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