Investment & Insurance Services

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Financial Management & Planning


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

The partnership you have with us extends to Directions Credit Union 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 to get a second opinion, we’re here to help.

Our CFS Financial Advisor can provide you individualized service, and is experienced in working directly with members like you.

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
     

My Portfolio View

eVision Online Investment Center

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




            
    Matthew B.  Williams

Financial Advisor
CUSO Financial Services, L.P. (member FINRA/SIPC)

 

Meet Matt Williams

Matt has over 14 years of experience in the financial services industry offering sound investment and insurance advice.  He offers
a wide array of financial services for our members.  Matt is a graduate of St. Francis De Sales and the University of Cincinnati.  
He and his wife Michelle have two sons and have been members of Directions Credit Union for over 10 years. 

Check the background of this investment professional on FINRA’s BrokerCheck.
Check the background of this investment professional on FINRA's BrokerCheck. - See more at: http://www.finra.org/industry/rule-2210-brokercheck#sthash.5XrDFCBi.dpuf

Check the background of this investment professional on FINRA’s BrokerCheck. - See more at: http://www.finra.org/industry/rule-2210-brokercheck#sthash.AwIa9A28.dpuf
Check the background of this investment professional on FINRA's BrokerCheck. - See more at: http://www.finra.org/industry/rule-2210-brokercheck#sthash.5XrDFCBi.dpuf

 

Contact Matt by Email mbwilliams.cfsinvest@directionscu.org

Call Matt @ 419-720-4797

Any Querstions or to Make an Apppointment Contact Matt's CSF Assistants
Toledo Area - Diane O'Neill @ 419-720-4759 or doneill@directionscu.org
Central Ohio - Kristen Wiggins @ 419-526-7832 or kwiggins@directionscu.org

 



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