Investments

Oregon State Credit Union
Investment services

Our CUSO Financial Services, L.P. (“CFS”)* Financial Advisors can can help you create a strategy, review performance and adjust as needed, or you can take a self-managed approach.


Check the background of this firm on FINRA’s BrokerCheck.

Need help? Let’s get to work.

Advisors | Meet your team.


Insurance | Prepare today.


Investing | Manage assets.


Retirement | Save, plan.


Resources | Learn here.


Call today.
800-732-0173

Make an
appointment.

Image pad pen | Investment-Services-Oregon-State-Credit-Union-overview

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


Meet your CFS financial advisors

Strategy and performance

We can help you create a strategy, review performance and adjust as needed.

Investment-Services-Oregon-State-Credit-Union-financial-advisors

Contact us for a
free, no-obligation
appointment.

Call 800-732-0173

Make an appointment


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


Complimentary financial seminars

Your financial well-being is our number one priority. Oregon State Credit Union is dedicated to providing solutions to help make your life better. Learn to plan for the future with complimentary seminars throughout the year. Space is limited. Register today. Ideal for members and non-members, these seminars are open to everyone who wants to control their financial future.


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Thursday, October 19

Managed Money Process - The SEI Investment Philosophy Thursday, October 19th from 12:00 PM to 1:30 PM at Oregon State Credit Union Community Room

SEI is a leading global provider of wealth management solutions. We help professional wealth managers, institutional investors, and private investors create and manage wealth – and enable their long-term success – by providing solutions that are both comprehensive and innovative.

Tuesday, October 24

Social Security ~ Unlocking Its Potential Tuesday, October 24th from 6:00 PM to 7:30 PM at Newport

The first question is about the Timing of the benefit―When should I take my benefit?
The second is Work―What happens if I continue to work?
Third is Taxes―How do taxes come into play?
And finally, we’ll talk about the importance of Awareness when making decisions about Social Security.

“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. Oregon State Credit Union OR “The credit union” has contracted with CFS to make non-deposit investment products and services available to credit union members”.


Investments and wealth management

CUSO Financial Services, L.P. (“CFS”)* Financial Advisors at Oregon State Credit Union can help you manage investments wisely through robust and challenging times

Access a wide range of investment options

  • annuities
  • alternative investments
  • bonds
  • mutual funds
  • stocks

1. We can help you:

  • create a strategy, review performance, adjust as needed

2. You can self-manage


Image | Investment-Services-Oregon-State-Credit-Union-investments-and-wealth

Call 800-732-0173
Make an
appointment

Wealth

Wealth can mean different things to different people. Whatever your view of wealth is, we want to help you manage your assets and structure your accounts so you can pass on the legacy you’ve worked hard to achieve.

Contact us today
| Call 800-732-0173 |
|Make an appointment |


Investors should consider investment objectives, risks, and charges associated with Section 529 plans prior to investing. Contact your investment representative or carrier for more information.

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


Build your retirement plans and goals

Retirement planning

Image | Investment-Services-Oregon-State-Credit-Union-retirement

Brighten
your
retirement
outlook.

Call 800-732-0173
Make an
appointment

Did you know you need to be able to “pay” yourself during your retirement, that is, live on savings?

Our CFS Financial Advisors will work with you to review your current retirement savings, create a strategy and review progress as you approach and move through retirement.

PERS retirement planning

Those of you in the PERS system know that it has undergone changes and may be changing in the future. We keep up with those changes and can help you understand how the intricacies of your level of PERS fits into your retirement.

IRAs and rollover strategies**

Through CFS, Oregon State Credit Union provides a variety of non-deposit IRAs and retirement accounts. We’ll work with you to make the right decision if you could benefit from rolling over an old employer retirement account or consolidating IRAs. Our CFS advisors help you balance your current financial needs with long term savings goals.


** Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

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


Learning and planning resources

People

Image | Investment-Services-Oregon-State-Credit-Union-learning-resources

Contact us today
| Call 800-732-0173 |
|Make an appointment |

Tools


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


Oregon State Credit Union ©2017 Oregon State Credit Union

  • PO Box 306
  • Corvallis, OR 97339
  • Phone: 800-732-0173

Routing number : 323274270