Request an Investment Review

For our current clients, we recommend annually reviewing your investment accounts.

Sign up below to schedule a complimentary meeting. Together we'll review your portfolio and investment strategy to determine if any adjustments are in order.


Preferred Method of Contact

Date Requested
Please enter the date you would prefer to meet with your Financial Advisor. Please allow two weeks.

Please select the best time of day and we will do our best to accommodate your schedule.

If you need to meet sooner, please call your Financial Advisor directly or our Investment Services support line at 503.525.8798 or 800.527.3932, ext. 5508.

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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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