Financial Management And Planning
- Financial consultations
- Retirement planning
- IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
- Tax efficient investments
- Retirement income strategies
- Education funding
- Life insurance
- Long-term care insurance
Your Financial Services Partner
Directions Financial Solutions is available through broker/dealer CUSO Financial Services, LP. (CFS)*.
Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just seeking to get a second opinion, we’re here to help.
Self-Directed Online Trading
Together with CUSO Financial Services, we provide the investment choices you want and the tools and services you need to achieve your financial goals.
Your Financial Advisor
Matthew B. Williams
CUSO Financial Services, L.P. (member FINRA/SIPC)
Matt has over 14 years of experience in the financial services industry offering sound investment and insurance advice. He offers an 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 CUSO Financial Services and Matt on FINRA’s BrokerCheck.
Schedule A Consultation
To get started designing your plan, contact us today to schedule a free, no-obligation appointment with a financial advisor.
Toledo Area – Diane O’Neill @ 419-720-4759 or email@example.com
Central Ohio – Kristen Sherlock @ 419-526-7832 or firstname.lastname@example.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.
**Financial Advisors 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.
Learn About Our Mortgage Options.
We know that buying and securing financing for a home can be scary and also confusing. Let us take the uncertainty and worry out of the equation. Learn more about our various home loan options.