Ohio University Credit Union Financial Services, available through CFS*, has helped hundreds of OHIO faculty and staff navigate their university retirement planning. From new hire to your last day and beyond, we’re here every step of the way.
Through Voya Retirement Insurance and Annuity Company, we are an approved provider of
Your OHIO retirement decision is a big choice. There’s a lot to consider and a final deadline 120 days after you start your new position.
Our CFS advisors can help you understand whether the traditional pension system or Alternative Retirement Plan (ARP) is right for you.
Schedule a no-cost, no-obligation consultation.
The road to retirement is full of twists and turns. Get an advisor who understands the unique circumstances of OHIO employees.
Our CFS advisors can review your situation to make sure you’re on track and help you make adjustments so that you can get where you want to go.
Schedule a no-cost, no-obligation consultation.
The transition from getting a paycheck to generating retirement income can be stressful—especially when you’ve got multiple accounts to manage.
Our CFS advisors can help you manage your assets, so you can make the most of what you’ve saved.
Schedule a no-cost, no-obligation consultation.
*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.