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Routing Number: 272479663
Swift Code: MSUCUS44
 
 
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MSUFCU | Account Services | Financial Planning

Investment and Financial Planning

Our vision at Oakland University Credit Union is to provide our members superior financial solutions, comprehensive products, and unparalleled service.

The partnership you have with OUCU extends to OUCU's Investment and Insurance Service Center, through our broker-dealer CUSO Financial Services, LP.

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just getting a second opinion, we’re here to help.

 

To schedule a free, no-obligation appointment contact Mark Garrod at 248-364-4715 or mark.garrod@cusonet.com.

 

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. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

 

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. 


Click the button below to log in and view your CFS portfolio with OUCU Financial Solutions.


 

* 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. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

 

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.