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Routing Number: 272479663
Swift Code: MSUCUS44
 
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. 

Our CFS Financial Advisor is available to provide you with personalized service to help you achieve your financial goals.

 

Services include:

 

- Reviewing Your Current Financial Plan
- Retirement Planning
- IRA, 401(k), 403(b), 457 Plans, and TSP Rollovers
- Tax-Efficient Investments†
- Retirement Income Strategies
- Education Funding
- Life and Long-Term Care Insurance

 

To get started designing your plan, contact Mark today to schedule a complimentary, no-obligation appointment.

 

Call 248-364-4715

 

 

*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.

 

†For specific tax advice, please consult a qualified tax professional.