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Financial Planning

The Oregonians Financial Planning program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

The Oregonians Financial Planning program was designed specifically for Oregonians members to provide retirement, insurance and investment options. 

Taylor McClish- Oregonians Financial PlanningFinancial Advisor Taylor McClish is experienced in serving individuals with their investing and financial planning needs. Taylor has focused his practice to be built around goals-based planning and investments that meet the needs of our membership. Taylor is adamant in helping individuals and families achieve their financial goals.

 

A native Oregonian and honors graduate from Eastern Washington University, Taylor enjoys everything the great Pacific Northwest has to offer including beaches, mountains, hiking, food, and the Blazers. Taylor is FINRA securities registered and is licensed in Oregon and Washington.

Program products and services available include, but are not limited to:

  • Retirement Planning
  • Brokerage Services
  • 401(k)/Pension Rollovers**
  • Wealth Management
  • Mutual Funds
  • Long Term Care Insurance

Check the background of this investment professional on FINRA's BrokerCheck. Email Taylor with any questions.

Oregonians Financial Planning main office is located at 336 NE 20th Avenue, Portland, OR 97232


Schedule a Consultation

Contact Taylor today at (503) 239-3060, or complete our online request form to set up a no-cost, no-obligation appointment at any of our branches.

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*Oregonians Financial Planning Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
**Prior 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.

The Oregonians Financial Planning program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

FR-2004909.2-1219-0122