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Ohio University Credit Union Financial Services, available through CUSO Financial Services, L.P. ("CFS")*, is here to help you every-step of the way. Use our financial tools to learn more about our simple yet methodical approach and how we designed it to help you reach your goals. Best of all, your initial consultation with a CFS Financial Advisor is without obligation or cost!

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Latest Financial Resources

Our articles and videos provide timely financial advice you can apply to your financial plan

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A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Copyright 2018 CUSO Financial Services, L.P. | All Rights Reserved
  • Services
    • Retirement & Financial Planning
    • Ohio University Retirement
    • Investments
    • Insurance
  • Team
  • Lifestage Calculators
    • Retirement
    • Investing
    • IRA Options
    • 401k
    • College
    • Life Insurance
  • Resources & Videos
    • Financial Articles
    • Financial Videos
  • Account Login
    • VOYA
    • Clear 1
    • OUCU
  • Tax
  • Contact Us
Ohio University Credit Union Financial Services