Financial Planning

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

Taylor McClish- Oregonians Financial PlanningOregonian Credit Union's Financial 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 succeed and achieving their financial goals.

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

The products and services available through Oregonians Financial Planning 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 at Taylor.McClish@cunamutual.com

seminars


Schedule a Consultation!

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

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Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.

FR-1398841.1-0116-0218