Financial Management And Planning

Service Offerings

    • 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 Advisors

Toledo Advisor

Matthew B. Williams

Financial Advisor
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.

 

Central Ohio Advisor


Kimberly Weithman

Financial Advisor

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

Kim joins the Directions Financial Solutions/ CUSO Financial Services team bringing over 11 years of experience in the financial services industry, providing sound retirement, investment and insurance advice.  She maintains the FINRA Series 6, 63, 65 and 7 Licenses and the Ohio Life and Health License.  She offers a wide array of financial services for our members, to help them achieve their goals.

Kim is a graduate of Madison Comprehensive High School and has a Bachelor of Science Business Administration from Tiffin University. Kim and her husband of 25 years have raised 4 children together and she considers Mansfield her hometown. She stated that one of her goals in life is “to make a positive impact on all those that I encounter!”

Check the background of CUSO Financial Services and Kimberly 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 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.

Young family in front of their new house with realtor.

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.

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Contact

419.841.9838
888.508.2228 TOLL FREE


Hours

8:30AM - 5PM MON-THURS
8:30AM - 6PM FRIDAY
9AM - 12PM SATURDAY