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.
Online client login
Members of OCCU Investment Services have online access to their investment accounts (including Schwab accounts). Please use the link below to access your accounts.
If you have accounts with other brokers that you’d like to consolidate or if you need help with registering or accessing 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.