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Financial & Wealth Management

Reach your life goals and plan for major milestones

Reach Financial Peace of Mind

 

Oklahoma's Credit Union Retirement & Investments, available through CUSO Financial Services L.P. (CFS*), provides financial advisement opportunities at our local branches.

Our CFS* Financial Advisor will work with you to find solutions that fit your individual needs, whether it is planning for retirement, saving for your child's future, or creating a comprehensive financial plan.

Retirement & Financial Planning

 

Work with our CFS* Financial Advisor to find the road to financial freedom. Our advisor will discuss these topics and more.

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Proper investment strategies
Asset allocation models
Risk tolerance
Investment opportunities
Debt consolidation
Life & long-term care insurance
Education funding
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Run the numbers

Browse any of our savings calculators to get specialized information based on your financial goals.

Financial Calculators

Happy to Help

I have had several instances over the years when OKCU has helped me get through a financial pinch. The most recent situation was not a need but a want. OKCU allowed us to borrow the funds to take a dream vacation!
Jerry S.
I have been a member of OKCU since 1990. I have always received friendly and concise assistance any time I called or showed up in person. I have had a great relationship with OKCU and do not plan on leaving.
Patty P.
Patty P.
Member Since 1990
For over 20 years, the OKCU team has helped me and my family countless times! From supporting my first savings account as a kid, to providing guidance for managing the financial well-being of my aging parents, they always go the extra mile to take care of me!
Ariel L.
When my husband died, OKCU was excellent in helping me move his funds to a CD for better interest. I so appreciate their compassionate assistance in making this transfer as painless as possible. OKCU is helping build his corpus to leave for the nonprofit organizations he held dear.
Sharon S.
It was 1984 when I first walked into OKCU and I was in need of a partner in which to trust through the years ahead. I found that partnership with OKCU and opened a checking and savings account. With my Credit Union at my side, I felt safe and secure. I cannot thank OKCU enough for always being my financial partner in every situation for the last 40 years.
Laurie D.
Laurie D.
Member Since 1984
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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. 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.​ Investment Representatives are registered through CFS. Oklahoma’s Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.