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 Posted:  8/18/2010 13:43

Investment Advising

Income and savings can be eroded by taxes, inflation, catastrophic illness, failing to invest, and poor investment choices.  Point Loma Credit Union recognizes and supports financial needs beyond checking accounts and car loans.  PLCU has partnered with UVEST Financial Services, a leading provider in the financial institution marketplace since 1982.  Discount brokerage and securities are offered by UVEST Financial Services, member FINRA, SIPC, an SEC registered investment advisor, not Point Loma Credit Union.

Call UVEST at 1-800-277-7700 or visit online at http://www.uvest.com.


Products

Securities are offered by, and Investment Consultants are registered with UVEST Financial Services, member FINRA/SIPC.  UVEST is independent of any financial institution.  Securities (1) are not deposits of this institution; (2) are not insured or guaranteed by the NCUA or any other government agency; (3) are not obligations of, or guaranteed by, any financial institution; and (4) involve investment risks, including the potential for fluctuation in investment return and the potential loss of principal.

Not NCUA Insured No Credit Union Guarantee May Lose Value
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Disclaimer:  Point Loma Credit Union is not responsible for the privacy practices or the content of websites which we may provide a link to.  While all efforts are made to maintain the accuracy of information presented on the Point Loma Credit Union website, we cannot guarantee that all information is current.  Please contact the credit union call center directly for the most current information at 858-495-3400.


Your funds are insured to $250,000 by the NCUA, National Credit Union Administration, a U.S. government agencyPoint Loma Credit Union is an Equal Housing LenderPoint Loma Credit Union is a member of America's Credit Unions

Your savings Federally insured to $250,000
by the NCUA, National Credit Union Administration,
a US government agency.  Point Loma Credit Union
is an Equal Housing Lender.

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