Michelle Poturich, Financial Advisor

Michelle Poturich, Financial Advisor,
CUSO Financial Services, L.P.

Contact Michelle
800-732-0173 ext. 4209

Check the background of this firm on FINRA’s BrokerCheck.

Michelle joined Oregon State Credit Union in 2016 to help our growing membership with their investment goals. She has been working in the financial services industry since 2005 and holds the Certified Retirement Counselor® designation.

Service and strategy

Michelle offers a high level of personalized service and customized investment strategies. She works closely with her clients to craft financial plans that support their future goals. She is committed to ensuring her clients understand their overall financial situation, and she is dedicated to helping them find effective strategies that meet their financial needs.

Michelle covers all Corvallis and Philomath Oregon State Credit Union branches.

Michelle can help members with…

  • Tax Advantaged Investments
  • Tax Deferred Investment Strategies
  • Life Insurance and Long Term Care
  • Estate Planning and Asset Transfer
  • Retirement Planning — accumulation and distribution
  • IRAs
  • Risk Management
  • Understanding PERS
  • Investment Strategies and Diversification
  • Risk and Portfolio Analysis
  • Managed investment portfolios

Michelle holds a Bachelor of Arts degree in English Education from California Polytechnic University at Pomona.

Michelle is securities licensed in Oregon, Washington, California, Arizona and Illinois.

| Call 800-732-0173 | Make an appointment |

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC ) and SEC Registered Investment Advisor.  Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Oregon State Credit Union ©2018 Oregon State Credit Union

  • PO Box 306
  • Corvallis, OR 97339
  • Phone: 800-732-0173

Routing number : 323274270