O Bee Credit Union | Investment Services

Please Note:
March 18, 2020

As all of us continue to monitor the recent developments, the CDC has continued to recommend that individuals and businesses engage in social distancing practices. In light of this, and out of an abundance of caution, we have decided to temporarily suspend having meetings in our office. Currently scheduled meetings will be either switched to a phone meeting or rescheduled for a later date. This will be implemented as of March 18, 2020. We expect to resume our regular in-office meetings during the week of April 27th, provided it aligns with CDC and local guidelines.

My team and I will be reaching out to you over the next few days to confirm your preference for a phone meeting or to reschedule, whichever best meets your specific needs. We appreciate your understanding as we all do our part to combat the potential spread of COVID-19 in our community.

If you have any questions or concerns, please do not hesitate to reach out.
We continue to wish everyone good health as we all work to get through this challenging time.

Sincerely,

David Littleton

O BEE FINANCIAL SERVICES

Shhhh—What’s that sound? It’s your money working! Your investments shouldn’t just simmer on the back burner—they should sizzle with growth potential. The experienced investment team at O Bee Financial Services is here to help.

What plans do you have for your future and the future of your family? Sending your children to college? A vacation home? A retirement without financial worries? Our investment professionals are ready to lend their expertise. Consultations are free of charge with no obligation to O Bee members and non-members alike.

Personal Investing

A broad range of investments can make a difference in how your portfolio performs.

Appointment with Dave Littleton

Meet Dave Littleton

It’s easy to see why people put their trust in us.

Resources

Dave Littleton shares financial resources and tips for everyday life.

Online Investing

Early bird? Night owl? Doesn’t matter, you can make and manage trades online.

This information is not intended to provide specific investment or tax advice for any individual. Securities offered through LPL Financial, member FINRA / SIPC. Check the background of this investment professional on FINRA's BrokerCheck.

Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured O Bee Credit Union deposits are not NCUA insured. These products are not obligations of O Bee Credit Union and are not endorsed, recommended or guaranteed by O Bee Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of: WA, OR, ID, AZ, CA

Not FDIC/NCUA Insured
Not Bank/Credit Union Guaranteed
May Lose Value
Not Guaranteed by any Government Agency
Not a Bank/Credit Union