Gary and Justin will be visiting both of our branch locations periodically to answer questions you may have regarding
financial and investment planning. Click on the link below for upcoming visits, times and locations with no appointment necessary.
The Cincinnati Police Federal Credit Union has partnered with WealthPoint Advisors, LLC to offer members comprehensive
planning services in the following areas:
Co-founders Gary Roell, CFP® and Justin McColaugh will walk you through a step-by-step process to determine your financial goals.
Once your goals have been established, they will customize appropriate strategies to suit your vision and objectives. The end result
is a sound financial program that you can feel confident about.
- Retirement Strategies
- Investment Management
- Insurance Planning
- Tax Management
- Estate Conservation
Securities related products and services are offered through Sigma Financial Corp., Member FINRA/SIPC. Advisory services offered
through Sigma Planning Corp. (SPC), a registered investment advisor. Sigma and SPC are not affiliated with the Credit Union, its
affiliates, divisions or subsidiaries. Nondeposit Investment Products are not federally insured; are not obligations of the credit union;
are not guaranteed by the credit union or any affiliated entity; involve investment risks, including the possible loss of principal; and
if applicable, are being offered by an employee who serves both functions of accepting membersí deposits and the selling of nondeposit