Broker Check

Our Mission

Cedar Point Financial Services, Inc. will provide a wide array of high-quality financial and insurance services primarily to Cedar Point Federal Credit Union members and potential members to include the promotion of education toward personal financial responsibility.

One of our primary goals is to develop a long-term, trusting relationship with you.

OUR SERVICES

OUR SERVICES

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Wealth management*
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products
OUR COMMITMENT

OUR COMMITMENT

We are a financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Have a Question?

Thank you!
Oops!