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!
Contact Cory Corrigan, Vice President at OUCU Financial Services and CFS Financial Advisor, at (740) 597-2859 or firstname.lastname@example.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.
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, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.