UTFCU Wealth Management

Financial Planner

Understanding all the aspects of personal finance can be challenging - employer-provided benefits, investments, insurance, Social Security, pensions, 401(k)s, or IRAs. Devoting time and effort to each of these can take away from your time with loved ones and interests you actually enjoy.

We’re Here To Help

UTFCU Wealth Management Services, available at University of Toledo Federal Credit Union, offers you access to a seasoned professional who spends every day immersed in these topics. He can guide you through your financial options and help you with those tough decisions.

Drew has industry experience and knowledge, and he is dedicated to working with University of Toledo Federal Credit Union members.

Comprehensive Financial Planning Including:

  • Retirement Planning

    • Rollover Options

      • OPERS

      • Thrift Savings

      • 401(k) Plans

    • Traditional & Roth IRAs

  • Annuity Strategies

  • Financial Planning

  • Insurance Planning

  • Estate Planning

  • Employer-Provided Benefits


For a no-obligation appointment, email Drew Cleaver at [email protected] . Schedule a meeting with UTFCU Wealth Management Services today!

* Investments are not FDIC/NCUA insured. No bank or credit union guarantee. May lose value.