Financial Planning

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 investment needs – no matter how big or how small they are.

 

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

Woman checking her investment portfolio online

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:

Connect with our team
  • 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 to 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

Before school starts, take a lesson in education planning

We’re here for you, whether you’re preparing for your child’s college career or furthering your own education. Give us a call to set up your no obligation consultation.

Join us for a free seminar

At OCCU Investment Services, we offer complimentary seminars for everything from investment services to retirement planning. Check our calendar to see what’s coming up.

See upcoming seminars »

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

Contact the OCCU Investment Services team

2890 Willamette Street
Eugene, OR 97405
Directions

Message: investments@MyOCCU.org
Phone: 541.681.6231

*​Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Oregon Community Credit Union and OCCU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Oregon Community Credit Union deposits and are not NCUA insured. These products are not obligations of Oregon Community Credit Union and are not endorsed, recommended or guaranteed by Oregon. Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OR, AK, AZ, CA, CO, DC, FL, HI,  IL, IN, MA, MO, MT, NC, NV, SC, TX, UT, WA.

**Note that asset allocation doesn’t guarantee a profit or protection against loss.