Education & Planning / Investment Services

CP Federal Credit Union was founded with the goal of assisting our members in every aspect of their financial lives. That includes day-to-day banking needs as well as more long-term financial planning and investment services.

CP Federal Investment Services can provide assistance in the following areas:

  • Annuities, bonds, and mutual funds
  • Life insurance
  • Retirement
  • College and much more

Find more information at CPFederalInvestmentServices.com and schedule your no cost, no obligation consultation.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. CP Federal Credit Union and CP Federal Investments Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured CP Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the CP Federal Credit Union and are not endorsed, recommended or guaranteed by CP Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.