Southeastern Ohio Credit Union - Investments/Financial Planning

Southeastern Ohio Credit Union is proud to announce it has established an agreement with Spring Financial Group to allow them to offer financial planning, investment, and insurance products to our members. Paul Chapman, a financial advisor with Spring Financial Group will be available in our Cambridge office one day per week and by appointment.

Why Financial Services?

Southeatern Ohio Credit Union is continually seeking ways to better meet the financial needs of our members and add value to membership. Providing members with access to customized financial planning advice and investment services is just one of the many ways the credit union does just that! We appreciate the opportunity to serve you and thank you for your business. This member benefit is complimentary to the traditional products and services offered through Southeastern Ohio Credit Union. If you would like more information or should you have any questions please do not hesitate to contact Paul Chapman at 800-427-9678 or pchapman@questarcapital.com.

What You Can Expect

Members will be served with honesty and integrity and will only receive advice that is consistent with their financial objective.

	Paul Chapman Financial Advisor Spring Financial Group Phone: 800-427-9678 Fax: 740-467-3002 Email: pchapman@questarcapital.com

Products and Services

Services

Product areas


	Money Management
	Retirement Planning
	Insurance Planning
	Wealth Transfer Planning
	Educational Funding
	Retirement Plan Rollovers
	Discount Brokerage


	Mutual Funds & ETF’s
	Individual Stocks & Bonds
	Traditional & Roth IRA’s
	Fixed & Variable Annuities
	Oil & Gas and Real Estate LP’s
	Long Term Care Insurance
	Life Insurance

Securities offered through Questar Capital Corporation (QCC) Member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM) a Registered Investment Advisor. Spring Financial Group and Southeastern Ohio Credit Union are not affiliates of QCC or QAM. Non-deposit investment and insurance products are not federally or ASI insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution.