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Superior Member Service and Products To Fit Your Needs 

CASE Credit Union provides you and your business with the tools to build a strong financial future. Through our broker/dealer CUSO Financial Services L.P. (CFS)*, we are here to help you design, implement, and monitor a plan to meet the financial challenges of life.

Schedule your no-obligation meeting to access the resources and professional experience needed to build a strong financial future for yourself, your family, and your business.

The financial solutions you need, from a credit union you can have confidence in.

**Representatives are not tax advisors. For information regarding your specific tax situation, please consult your tax professional.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

The CFS registered representative associated with this site may only discuss and or transact securities business with residents of the following states: Michigan, Florida and Ohio.

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David Ballantyne

David Ballantyne
Financial Advisor
CUSO Financial Services, LP
P: 517-367-1089Email David

Practice Focus

  • Retirement Planning
  • Investment Advice
  • Tax Reduction Planning**
  • Protection Strategies for a More Secure Future
  • Insurance Analysis
  • Retirement Income Planning

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This level of personalization will not lead to the sale of your name or leak your identity. The information you provide will only be stored on your computer and will not be transferred to any other source.

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