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financial services

financial services

Financial Planning

If you are like most, you have a variety of financial issues that you know you need to address. This may include saving for retirement, sending a child to college, rolling over a retirement account from a previous employer, or leaving a legacy for your family when you pass on.

We're here to help!  Our simple yet methodical approach is designed to help you understand and reach your goals. Best of all, the process is without obligation or cost!

  • Financial Plans
  • Retirement
  • 401k Rollovers
  • 403b or 457 Deferred Compensation Rollovers
  • Education
Cory Corrigan
Cory Corrigan

Contact Cory Corrigan, Vice President at OUCU Financial Services, at (740) 597-2859 or cory.corrigan@oucu.org.

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. Ohio University Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.