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Financial Planning

Oklahoma Central Credit Union is committed to helping you organize, manage and monitor your financial affairs through our partnership with Oklahoma Central Financial Planning.

 

Get started on planning your financial future today.

Call Brent Smith at 918-280-5211, email Brent or visit Oklahoma Central Financial Planning website.

Please Note:

For your personal security, when contacting us via the email box above, do not include any confidential information, such as your account number, social security number, PIN, password, etc. A secure, encrypted email box is available only through online banking. If you need assistance that requires personal information to be shared, please call 918-664-6000 to speak directly to a representative. Also, always be aware of phishing scams using fictitious emails that appear to be from the credit union, asking for your personal information or advising you to click on a link that takes you to another Website. Oklahoma Central will never request such information via an unsecured email.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Oklahoma Central Credit Union (OCCU) deposits and are not NCUA insured. These products are not obligations of OCCU and are not endorsed, recommended or guaranteed by OCCU or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and the loss of principal is possible. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with a resident of the following states: OK, TX & CO. OCCU and Oklahoma Central Financial Planning are not registered broker/dealers and are not affiliated with LPL Financial.

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