» Teller is temporarily inaccessible via our toll-free number; please dial 503.230.0323 for Telephone Teller services.

» Upcoming Holiday Closures: Oregonians branches and Member Service Center will be closed Monday, 10/10 in observance of Indigenous Peoples' Day.

Financial Planning

Available through LPL Financial1

Having an experienced advisor on your side can make all the difference when facing the road ahead. Oregonians Financial Planning, available through LPL1, is here to help you navigate the way.

 

Taylor McClish- Oregonians Financial PlanningGet to know Taylor

LPL1 Financial Advisor Taylor McClish helps Oregonians members create investment and retirement plans that stand the test of time. Whether you need to make a 401(k) rolloveror you're looking for for financial advice, he's here to help.

 

Taylor's a native Oregonian and honors graduate from Eastern Washington University. He enjoys everything the great Pacific Northwest has to offer including beaches, mountains, hiking, food, and of course: the Blazers. 


  • Taylor is FINRA securities registered and is licensed in Oregon and Washington
  • Check Taylor's background on FINRA's BrokerCheck
  • Oregonians Financial Planning main office is located at 336 NE 20th Avenue, Portland, OR 97232

Services offered

Program products and services available include, but are not limited to:
  • Retirement Planning
  • Brokerage Services
  • 401(k)/Pension Rollovers2
  • Wealth Management
  • Mutual Funds
  • Long Term Care Insurance

Financial Planning Links

 

Schedule a consultation

Setup a no-cost, no-obligation consultation todaySchedule online 

1Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Oregonians Credit Union and Oregonians Financial Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Oregonians Financial Planning, and may also be employees of Oregonians Credit Union  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Oregonians Credit Union or Oregonians Financial Planning.
 
  Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

2Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.