Complimentary Consultation

Discover how the advisors at OnPoint Wealth Management and Investment Services can help you reach your investment goals. Schedule your complimentary, no obligation consultation today and our helpful advisors will work with you to identify your objectives and determine a plan of action.

Complete this form to request a complimentary, no obligation consultation with an OnPoint Investment Advisor.


Preferred Method of Contact

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You can also call us at 503.525.8798 or 800.527.3932, ext. 5508 or visit your nearest OnPoint branch to get started.


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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