Financial Planning

Begin saving for the future by talking to an OUCU financial advisor today. OUCU Financial Services offers a variety of investment, savings, tax and insurance solutions that complement the savings programs offered by the Credit Union.

IRAs

Start saving for retirement now by opening an IRA. Available in Traditional and Roth. Also, ask a Credit Union representative about our new Easy Save IRA option.

Savings Accounts

OUCU offers a number of individual and joint savings accounts to help you save money; including: Regular Savings, Special Savings and Money Max accounts.

Long-Term Care Insurance

Cory Corrigan, OU Credit Union Financial Services, and Grant Miller, Genworth Financial, have teamed up to offer members long-term care insurance. Services can include help with activities of daily living, health care, respite care, hospice care, adult day care, nursing home care or assisted living care. To learn more about this new product, contact Cory at 740.597.2859, by e-mail at ccorrigan@oucu.org or visit www.grantmillerltci.com.

BALANCE

As a benefit of OUCU membership, you have access to the BALANCE Financial Fitness Program. It offers free, comprehensive budget and debt counseling that often times can be accomplished over the phone. BALANCE is available Monday through Thursday, 8:00 a.m. to 11:00 p.m. (EST), Friday, 8:00 a.m. to 8:00 p.m. and Saturday, 11:00 a.m. to 8:00 p.m. Call BALANCE toll-free 1.888.456.2227 or visit balancepro.net.