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 Services13 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

  • Review your investment portfolio

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

  • 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 to sit down with one of our wealth management professionals and review your investment goals. We understand that every financial journey is unique, and we can help you map your investments, anticipate roadblocks and stay on track toward your financial future. No matter the size of your investment, we're here to help you work toward your goals. Reach out today and schedule a review.

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Meet our team

13Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. OCCU Investment Services, Oregon Community Credit Union, PFG Advisors, LLC, and United Planners Financial Services. are separately owned entities and are not affiliated companies. United Planners Financial Services 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 UNITED PLANNERS FINANCIAL SERVICES’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.


Registered Branch Office: 2890 Willamette Street, Eugene, OR 97405
Phone: 541-681-6947

Advisors are registered to conduct securities business in:

  • Christian Beck - AK, AZ, CA, CO, MA, MO, MT, OR, WA
  • Julian Gottshall - CO, FL, MN, OR
  • John Griffith - AZ, CA, NV, NJ, OR, TX, WA
  • Michael Tomscha - OR, TX, WA

This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may not be provided to individuals residing in any states other than AK, AZ, CA, CO, HI, ID, IL, IO, MI, MN, NC, OK, OR, SD, TN, TX, UT, WA, WY, DC.


A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

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