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Financial Planning Comprehensive planning services

WealthPoint Financial Planning

Justin McColough and Gary Roell, CFP

Justin McColough and Gary Roell, CFP

COPFCU has partnered with WealthPoint Advisors, LLC, to offer you comprehensive planning services in the following areas:

  • Retirement Strategies
  • Investment Management
  • Insurance Planning
  • Tax Management
  • Estate Conservation

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.

WealthPoint Advisors, LLC
513.923.2100

Gary L. Roell, CFP
5753 Harrison Avenue
Suite 6
Cincinnati, OH 45248

Justin D. McColaugh
1055 St. Paul Place
Suite 155
Cincinnati, OH 45212

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 members’ deposits and the selling of nondeposit investment products.