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:

  • 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 pursue your goals. Here are some benefits of working with a financial 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 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, 63, and 65 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

External Link Warning!

You are about to leave Point West Credit Union’s website. The linked site is not owned or operated by Point West and we are not responsible for the availability, content or security of the linked site. Point West is not responsible for any claim related to the goods or services obtained from the linked site. The privacy policies of the linked site may differ from those of Point West and we are not responsible for compliance with those policies.

Go Back to Point West Continue to Link Location