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Financial & Wealth Management

Let us help you meet your life goals and plan for major milestones. Oklahoma's Credit Union Retirement & Investments, available through CUSO Financial Services L.P. (CFS*), provides financial advisement opportunities at our local branches.

Schedule an appointmentFINRA's BrokerCheck
Let us help you meet your life goals and plan for major milestones. Oklahoma's Credit Union Retirement & Investments, available through CUSO Financial Services L.P. (CFS*), provides financial advisement opportunities at our local branches. Schedule an appointment
FINRA's BrokerCheck

The road to financial freedom

In today’s market, it is essential to work with a Financial Advisor who can provide you insight and guidance based on an understanding of your unique situation. Our CFS* Financial Advisor will work with you to find solutions that fit your individual needs, whether it is planning for retirement, saving for your child's future, or creating a comprehensive financial plan. 


Retirement & Investments
You bring the goals. We bring the guidance. 
Retirement & Investments
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Advisor Appointment
Schedule an appointment with our CFS Financial Advisor.
Advisor Appointment
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