Broker Check

Products & Services

At CP Federal Investment Services, we provide assistance in the following areas:

Investments

  • Managed Wealth Portfolios
  • Mutual Funds
  • Fixed/Fixed Indexed Annuities
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuities
  • Stocks
  • Bonds

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans (529 Plans)
  • Estate Plans
  • Profit Sharing Plans
  • How Much Insurance Do I Need?

Insurance Information

  • Policy Reviews
  • Life Insurance
  • Medicare
  • Long Term Care (LTC)


Advisory Services offered through LPL Financial, a Registered Investment Advisor.