Professional Investment Advice for Everyday People

Building Financial Confidence, One Conversation at a Time.

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We Meet You Where You Are

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At Ohio CU Financial, we believe investment advice shouldn't be reserved for the wealthy. Whether you're just starting to invest, building wealth for your family, preparing for retirement, or managing a larger portfolio, our team is here to help. We take the time to understand your goals, answer your questions, and develop a personalized investment strategy designed around your unique financial situation. No matter where you are in your financial journey, you'll receive the same level of attention, care, and professional guidance.

Because your financial future matters—regardless of your account size.

Our Investment Services

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Financial Planning

Create a comprehensive roadmap that connects your investments with your broader financial goals.

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Investment Management

Build and manage a diversified investment portfolio aligned with your objectives and risk tolerance.

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Retirement Planning

Develop strategies to help you prepare for and enjoy retirement with confidence.

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College Planning

There are many financial tools to assist with funding a college education. Learn all the options to save.

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401k Rollover

Maximize your 401K by learning about options to save money on taxes. Our agents can help you understand all the different ways you can save on your savings.

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Commercial

Whether you are looking to add a 401k plan for your staff or protect your business with key person insurance our advisors can assist.

Annuities

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Annuities can offer security through a lifetime of income. Choose from products that can help you achieve your specific financial goals.

No One Plans to Fail, Unless They Fail to Plan

Disclaimers

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(opens in new tab) / SIPC(opens in new tab).

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:

Are not federally insured;
Are not obligations to OC Federal Credit Union;
Are not guaranteed by OC Federal Credit Union; &
Involve Investment risk, which may include loss of principal.

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(opens in new tab)) and / or on FINRA's BrokerCheck(opens in new tab).

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.