Wealth Management

The Investment Services team is following social-distancing guidelines but is still available for service. Please contact them by calling 541.681.6947, or sending an email to Investments@MyOCCU.org.

Investment professionals that listen

Planning for your financial future is one of the most important things you will ever do, so having access to resources and professional financial advice from a trusted partner can be invaluable.

There is no better time than the present to sit down with one of our wealth management professionals to take a fresh look at your investment strategies. OCCU Investment Services provides you a powerful blend of control, information and service. We provide you with access to a wide menu of investment choices thanks to a working relationship between OCCU Investment Services, Securities America, Inc., and PFG Advisors.*

We understand that each of our clients has unique considerations. To help stay on track to pursue your retirement goals, we recommend that you review your finances with us at least once per year.

 

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

New client login

Members of OCCU Investment Services now have online access to their investment accounts (including Schwab accounts). Please use the link below to register or access your accounts. 
 

Continue to portal


If you have accounts with other brokers that you’d like to consolidate or if you need help finalizing repapering of your accounts, please contact us at 541.681.6947.

Schedule a portfolio review

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