Welcome to the Investment Center

Matt

Matt Borel, Financial Advisor

Count On Expert Financial Guidance

When it comes to investments, FivePoint members can count on professional assistance, quality financial products and dependable service. That's a powerful combination that can help you reach your financial goals. FivePoint Investment Group provides the members of FivePoint Credit Union with professional assistance, quality financial products and dependable service.

Work With Someone You Trust

Matt Borel, a FivePoint Investment Group representative is available to meet with you at no cost or obligation. Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109.  Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution.   CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. Matt is also a licensed insurance representative of CUNA Mutual Life Insurance Company.

FivePoint Investment Group can be reached at 409.962.8793 or 1.800.825.8829 extension 2270. 

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Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. No deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.