Broker Check

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.


Common Stock 


Mutual Funds 

Brokerage Accounts 

Traditional IRA 

Roth IRA 

Simple IRA 


Education Accounts - IRA/529  

Annuities - Fixed, Variable, Indexed 


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. |  301.863.7071 ext 8427