Financial Guidance

At OCCU Investment Services, your investments are backed by a team of professionals

When it comes to investing, it’s important that you know you’re making the best decisions for your finances and your future. OCCU Investment Services* is dedicated to helping you with all your investing needs – no matter how big or how small they are.

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Financial advice from a team you can trust

Whether you’re working toward a college degree or simply want to run your finances by one of our professionals, our financial consultants are here to help. Here’s what we’ll do:

  • Help you with estate planning and wealth transfer strategies

  • Work with you for college planning

  • Review your investment portfolio

  • Help you prepare for retirement and help you once you’ve retired

  • Break down employee stock options and exercise strategy development

  • Check your current asset allocation, make recommendations and help with risk tolerance

  • Complete a free, no obligation asset allocation** analysis and financial planning

Helpful advice to work toward a better retirement

Retirement is no small goal. More than likely, you have a specific vision of what you’d like your retirement to look like. We’d love to help you make sure you’re right on track toward exactly what you have in your mind, or maybe something even better. Our team helps with:

  • 401(k) and 403(b) consulting

  • Small business retirement planning

  • Diversifying your financial portfolio

  • Managing risk

  • Seeking ways to accumulate more retirement income

  • Finding ways to minimize effects from inflation

Immediate assistance, long-term advice

When it comes to planning for long-term care, it’s important to make sure you or your loved one is getting the care they need. That’s why we’ll help you with every step along the way. We can help with:
 

Identifying options including self-insured, Medicaid, levels of care and more

Reviewing everything you need to know about long-term care

Sharing information about recent long-term care developments

Review your financial plan

There is no better time than the present to sit down with one of our wealth management professionals. We understand that each of our clients has unique considerations, and reviewing with us can help you stay on track to pursue your investment goals. No matter the size of your investment, we're here to help you work toward your goals.

Contact OCCU Investment Services

*Securities offered through Securities America, Inc., member FINRA/SIPC.  Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA). PFG Advisors, OCCU Investment Services, Oregon Community Credit Union and Securities America, Inc. are separate entities. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.
CLICK HERE FOR A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS).
CLICK HERE FOR A COPY OF SECURITIES AMERICA, INC’S RELATIONSHIP SUMMARY (FORM CRS).
Free and simple tools are available for research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing. 
 
Not NCUA Insured • No Credit Union Guarantee • May Lose Value
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
 
Member FINRA/SIPC . FINRA registered branch office location: 2890 Willamette Street, Eugene, OR 97405