Financial Planning and Investment Services

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?

Southeastern 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. The products and services offered by Paul compliment 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


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Money Management

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Retirement Planning

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Insurance Planning

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Wealth Transfer Planning

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Educational Funding

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Retirement Plan Rollovers

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Brokerage Services


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Mutual Funds & ETF’s

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Individual Stocks & Bonds

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Traditional & Roth IRA’s

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Fixed & Variable Annuities

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REIT's

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Long Term Care Insurance

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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.  

 

         

 

 

           
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