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Products & Services

Our Philosophy

Cedar Point Financial Services, Inc. provides a wide array of financial and insurance services primarily to Cedar Point Federal Credit Union members and potential members including the promotion of education towards personal financial responsibility.

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. By providing sound financial information, our members will walk away with a better understanding of their goals and be able to make sound decisions to reach those goals.

Investments

Common Stock 

Bonds 

Mutual Funds 

Brokerage Accounts 

Traditional IRA 

Roth IRA 

Simple IRA 

SEP IRA 

Education Accounts - IRA/529  

Annuities - Fixed, Variable, Indexed 

Planning

Retirement Planning 

College/Education Planning 

Estate Planning 

Tax Planning 

Business Planning 

Life Insurance

Life Insurance 

Long-Term-Care Insurance 

Business/Group Insurance 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

cpfs@cpfcu.com |  301.863.7071 ext 8427