Broker Check

About Us

Finding Your Fit

Cedar Point Financial Services, Inc. (CPFS) is passionate about serving Cedar Point Federal Credit Union’s members. Our advisers and staff strive to empower our members to make sound financial decisions now and into the future. We believe that educating and offering sound financial strategies is the center of developing and sustaining a sound financial plan.

Client Centered

Because of the credit union’s “member-owned” structure, our decisions are always made with our members’ long-term best interests in mind.
Being a relationship-based company, we are a valued partner of the credit union, that helps its members make smart decisions and offer the support, solutions, and guidance to make good things in life possible.

By staying true to these foundational elements, we have always been there for our members, their families, and their businesses. CPFS is proud to have served Cedar Point members since its start in 1996.

If you would like to learn more about Cedar Point’s Investment, Insurance, and Planning services please check us out “products and services link”.

Suggested Content

Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
Learn More
The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.
Learn More
Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.
Learn More