KeyPoint Financial Services

KeyPoint Financial Services Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor
and broker-dealer (member FINRA/SIPC).

www.finra.org, www.sipc.org. Insurance products are offered
through LPL or its licensed affiliates. KeyPoint Credit Union and KeyPoint Financial Services are not registered as a broker-
dealer or investment advisor. Registered representatives of LPL offer products and services using KeyPoint Financial Services, and may also be employees ofKeyPoint Credit Union. These products and services are bein

g
offered through LPL or its affiliates, which are separate entities from, and not affiliates of, KeyPoint Credit Union or KeyPoint Financial Services. Securities and insurance offered through LPL or its affiliates are:
• Not Insured by NCUA or Any Other Government Agency
• Not Credit Union Guaranteed
• Not Credit Union Deposits or Obligations
• May Lose Value
Third party posts found on this profile do not reflect the views of LPL Financial and have not been
reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact
business only with residents of the states in which they are properly registered or licensed. No offers may
be made or accepted from any resident of any other state.

Summer is officially here ☀️Longer days, vacations, and more time with the people who matter most.It’s also a great remi...
06/22/2026

Summer is officially here ☀️
Longer days, vacations, and more time with the people who matter most.

It’s also a great reminder to check in on your financial goals—because the best summers are the ones you can enjoy stress-free, today and in the future.
If retirement is part of your long-term vision, now is a great time to start planning.
Explore your options and take the first step toward financial confidence.

🔗 Visit our website to learn more: www.keypointfinancialservices.com

Happy Father’s Day to all the dads and father figures who inspire, lead, and support their families every day.
06/21/2026

Happy Father’s Day to all the dads and father figures who inspire, lead, and support their families every day.

Honoring Juneteenth.A day to commemorate freedom, resilience, and the enduring pursuit of opportunity for all.
06/19/2026

Honoring Juneteenth.

A day to commemorate freedom, resilience, and the enduring pursuit of opportunity for all.

A midyear check-in can make all the difference for your financial future. Take a moment to review your retirement contri...
06/18/2026

A midyear check-in can make all the difference for your financial future. Take a moment to review your retirement contributions, see if you can boost your savings, and stay on track to reach your annual goals—read the full article to see how simple adjustments now can pay off later.

This may be a good time to make sure you are on track to meet your annual contribution goal.

📌 One Big Beautiful Bill ActSwipe through for 6 key takeaways breaking down what this legislation could mean and why it ...
06/15/2026

📌 One Big Beautiful Bill Act
Swipe through for 6 key takeaways breaking down what this legislation could mean and why it matters. Clear, straightforward insights—at a glance.
➡️ Swipe to read all six.

Happy Flag Day!Today we honor the stars and stripes—a symbol of unity, resilience, and the freedoms we’re proud to stand...
06/14/2026

Happy Flag Day!
Today we honor the stars and stripes—a symbol of unity, resilience, and the freedoms we’re proud to stand behind.

Navigating taxes after the loss of a spouse can feel overwhelming—but understanding the rules can help ease the burden. ...
06/12/2026

Navigating taxes after the loss of a spouse can feel overwhelming—but understanding the rules can help ease the burden. Learn how filing status changes, what deductions and credits may still apply, and key steps to manage your tax liability during this difficult transition.

Understanding how your spouse's death impacts your taxes can be helpful in managing tax liability.

🌟 Advisor Spotlight: Gregory PeeblesGregory Peebles, LPL Financial Advisor at KeyPoint Financial Services, brings years ...
06/10/2026

🌟 Advisor Spotlight: Gregory Peebles
Gregory Peebles, LPL Financial Advisor at KeyPoint Financial Services, brings years of experience and a commitment to clear, common-sense financial guidance. He works closely with clients to create individualized strategies designed to support their long-term goals.

👉 Reach out to Gregory today to start the conversation: https://www.keypointfinancialservices.com/team/gregory-peebles

How’s your financial plan holding up halfway through the year? A mid‑year check‑in helps you realign, refocus, and move ...
06/08/2026

How’s your financial plan holding up halfway through the year? A mid‑year check‑in helps you realign, refocus, and move forward with confidence.

📖 Read our latest blog to learn more: www.keypointfinancialservices.com/blog

Address

San Jose, CA

Opening Hours

Monday 10am - 4pm
Tuesday 10am - 4pm
Wednesday 10am - 4pm
Thursday 10am - 4pm
Friday 10am - 5pm

Telephone

408.731.4298

Website

Alerts

Be the first to know and let us send you an email when KeyPoint Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to KeyPoint Financial Services:

Shortcuts

Share

Category