OTIS Federal Credit Union › Financial Services

Financial Services

Explore additional benefits of being a member at OTIS FCU.

Financial Planning

OTIS FCU members have access to financial planning, investments, long-term care and insurance services through a partnership with Northeast Planning Associates, Inc. and LPL Financial.

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College Funds

Our Coverdell Educational Savings Accounts help you set your child up for success. Qualified withdrawals are typically tax-free.

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TruStage™ Insurance

OTIS members are eligible for personalized insurance options through TruStage™. Explore options for Term & Whole Life Insurance, AD&D, Auto, and Homeowners Insurance – and get a free quote!

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Let’s Talk Savings Strategies

Our team is here for you. Feel free to give us a call at (207) 897-0900 Monday through Friday, from 9 AM to 5 PM or send us a message on our Contact page.

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Join Us & Experience the OTIS Advantage

If you live, work, worship, or attend school in Androscoggin, Cumberland, Franklin, Kennebec, Lincoln, Oxford, Sagadahoc, Somerset, or York County, you are eligible to become a member of OTIS FCU. Immediate family members, regardless of geographic location, are also eligible. We look forward to meeting you!

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