Connect with our team

There is no better time than the present to sit down with one of our wealth management professionals. Your financial future is your own – there is no one-size-fits-all path when it comes to savings and investments.

Our team is ready to help you create your own unique roadmap. No matter the size of your investment, connecting with us can help you stay on track to reach your goals.

Complete the form below and one of our Investment Services team members will reach out soon.
 

Preferred contact method
Are you a current OCCU Investment Services client?
Are you comfortable with investments that have some stock market exposure?
Do you require that your investments are FDIC or NCUA insured?
Are you familiar with annuities and insurance related investments?
Would you like to learn more about annuities and insurance related investments?

Prefer to contact us by phone or email? Here’s how to get in touch.

Phone: 541.681.6947
Email: Investments@MyOCCU.org

13Securities 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