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Investments

Investment opportunities for all stages of your life.

KeyPoint Credit Union offers many ways to help you invest, save and move your money to help you get maximum value. Below are different financial banking services we offer to help you manage your investments.

401(k) Review

Look ahead. Plan today. Enjoy tomorrow.

Retirement Planning

The best time to start building your net worth is right now.

Education Planning

Afford the Education you want your children to have.

Online Trading

Build your stock portfolio any time or place.

Financial Services

The best time to start building your net worth is right now.

Financial Advisors

Information on our financial advisors.

My Portfolio View

Manage your investment portfolio anytime and anywhere.

Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Holdings, LLC, which is a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/ SIPC). Investments are not NCUA/NCUSIF insured, not Credit Union guaranteed, and may lose value.