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We Meet You Where You Are
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
Financial Planning
Investment Management
Investment Management
Create a comprehensive roadmap that connects your investments with your broader financial goals.
Investment Management
Investment Management
Investment Management
Build and manage a diversified investment portfolio aligned with your objectives and risk tolerance.
Retirement Planning
Investment Management
Retirement Planning
Develop strategies to help you prepare for and enjoy retirement with confidence.
College Planning
College Planning
Retirement Planning
There are many financial tools to assist with funding a college education. Learn all the options to save.
401k Rollover
College Planning
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.
Commercial
College Planning
401k Rollover
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
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
Professional financial planning for people of all asset levels and at every stage of life’s financial journey.
Whether you are just getting started, planning for retirement or looking for guidance we’re here to help.
Schedule a complimentary conversation with our Registered Investment Advisor and take the first step toward achieving your financial goals.
Michelle Brooks
Registered Investment Advisor
(216) 518-7270
Contact Michelle today to schedule your complimentary consultation.