Your Trusted Advisor On Life's Journey

Advisory services are offered through Ohio CU Financial Services, LLC a registered investment advisor with the State of Ohio. Securities are offered through Charles Schwab & Co., Inc, who is a broker-dealer registered with the Securities Exchange Commission (SEC) and a member of FINRA / SIPC.

Insurance products are offered through Ohio CU Financial Services or its licensed affiliates. OC Federal Credit Union is not registered as an insurance agency, broker-dealer, or investment advisor. Registered representatives of Ohio CU Financial Services, LLC offer products and services may also be employees of OC Federal Credit Union. These products and services are being offered through Ohio CU Financial Services, LLC, or its affiliates, which are separate entities from, and not affiliates of, OC Federal Credit Union. Securities and insurance offered through Charles Schwab & Co., Inc., and Ohio CU Financial Services, LLC, or its affiliates are: 

Not Insured by NCUA and Any Other Government

Not Guaranteed by OC Federal

Not OC Federal Deposit / Obligation and May Lose Value 

The Ohio CU Financial Services, LLC, registered representatives associated with this website may discuss and / or transact business only with residents of the states in which they are properly registered or licensed and/ or subject to applicable exemptions. No offers may be made or accepted from any resident of any other state (subject to applicable exemptions).

Check the background of your financial professional on SEC’s Investment Adviser Public Disclosure (IAPD) and / or on FINRA's BrokerCheck.

Ohio CU Financial Services, LLC, is committed to providing a website that is accessible to the widest possible audience in accordance with ADA standards and guidelines. We are actively working to increase accessibility and usability of our website to everyone. If you are using a screen reader or other auxiliary aid and are having problems using this website, please contact us at (216) 518-7270. All products and services available on this website are available at all Ohio CU Financial Services, LLC branches or by calling (216) 518-7270.