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Ohio University Credit Union Financial ServicesOhio University Credit Union Financial ServicesOhio University Credit Union Financial ServicesOhio University Credit Union Financial Services
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OUCU Financial Investment 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

Should You Convert Your Term Life to Permanent Life Insurance?

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Term life insurance provides life insurance coverage for a specific time period (the term). The face amount of the policy is paid if you die during the term of the policy. When you live longer than th
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Why Women Need Life Insurance

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Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die? Whether you are single, married, employed, or a stay-at-home mom,
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Life Insurance: Business Applications

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What is business life insurance?Life insurance is an important part of a business. It may be used as a funding mechanism for your buy-sell agreement and as business interruption insurance to pay the b
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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.
**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdraw penalties, protection from creditors and legal judgements, required minimum distributions and possession of employer stock.
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