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Brokerage Services

Directions Credit Union offers a personal financial management program designed exclusively for credit union members.  You have access to a variety of plans to help you maximize your financial potential.

Financial Planning & Management

Toledo Area
 Let us help you plan for the future. Our experienced Financial Consultant Team is available to assist you in determining your short or long-term investment needs. Whether your financial objectives involve saving for your first home, a college education for your kids, or building a nest egg for a comfortable retirement, Directions Credit Union Investment Services, available through CFS*, can help. 

Whether you wish to determine how much you'll need to save for a comfortable retirement or are seeking sound investment advice, Directions Credit Union Financial Planning Center is your resource. Learn more through our  online modules and schedule a no-cost, no obligation appointment with our Financial Consultant.  For additional information, please contact Diane O'Neill at 419-720-4759. 

       

*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.

 

Central Ohio

A Financial Representative, Larry Gregg, is located at 777 N. Main St., Mansfield, Ohio.  You can contact Larry at 419-522-2570 locally or toll free at 800-421-7252 ext. 1103.  Larry's fax number is 419-524-2588.

 

Securities offered by Larry  D. Gregg, through the O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242. 513-794-6794.  The products offered through this program: (1) Are not Federally Insured: (2) Are not obligations of the Credit Union: (3) Are not guaranteed by the Credit Union or any entity, and (4) Involve investment risks, including possible loss of principal.