Oregonians Financial Planning

US 30 bridge with yellow leafed trees around it

Financial planning isn't something you should try to figure out on your own. Insert Oregonians Financial Planning and our Financial Advisor, Taylor McClish. Together we're here to help.

Get to know Taylor

Taylor McClish is an original Oregonian who enjoys the great outdoors, the Blazers, and local jazz. He’s also a Financial Advisor who helps Oregonians members create time-tested investment and retirement plans. Whether you need to make a 401(k) transition or you're looking for financial advice, he's here to help.

Taylor is licensed in 17 states, including Oregon and Washington.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Taylor’s FINRA registrations held with LPL Financial:

Series 6: Investment Company Representative
Series 7: General Securities Representative
Series 63: Uniform Securities Agent
Series 66: Uniform Combined State Law
SIE - Securities Industry Essentials

Services Offered

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

Retirement Planning
Brokerage Services
401(k)/Pension Transition Assistance¹
Wealth Management
Mutual Funds
Long-Term Care Insurance

Securities 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

¹Prior 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 LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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