The ClearPoint Preneed Solution

Discover Your Next Preneed Partner

Want to experience something new?  You now have choices.  ClearPoint Federal Bank & Trust has entered the great state of New York.

ClearPoint is an industry leader in fiduciary services, investment management, recordkeeping and reporting, with regulatory and compliance expertise. ClearPoint is independently owned and operated, and has been serving funeral homes and cemetery professionals since 1998. We are here to support you with quality trust products and services important to you as you build, maintain, and grow your business.

13 + 1 =

New York Product

One of A Kind Product
The ClearPoint Preneed Solution is exclusively available through ClearPoint Federal Bank & Trust in the state of New York.  
ClearPoint Preneed Solution
FDIC Insured 

Trustee Services

Record Keeping

Tax Services

Secure Client Portal

 

VIP Treatment
Get tips and advice for your business, world class service, data to help you make business decisions, and more.

New York Support 

New York Consumer Brochure
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Consumer Brochure

Jodi Clock, Contact Information
A picture of jodi m. Clock, business development manager for clearpoint federal credit union

Contact Information

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