Complimentary Consultation

Discover how OnPoint can help you reach your investment goals. Schedule your no obligation complimentary consultation and our helpful investment advisors will work with you to identify your goals and determine a plan of action.

We’re here to help

What are your immediate needs? What are your long- and short-term goals? These questions are important—that’s why we’re here to help you evaluate and navigate your current and future financial landscape.

We’ll answer your questions

What if I only have a little to invest? What strategies will help me reach my goals?

You have questions, we have answers. Let’s start a conversation, and we’ll help you identify the right investment options for you.

Get Started

Scheduling your complimentary consultation is easy! Fill out our online request form, call Investment Services at 503.525.8798 or 800.527.3932, ext. 5508 or visit your nearest OnPoint branch.


Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services® are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Raymond James privacy policy. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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