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O BEE FINANCIAL SERVICES


December 1, 2020

Delivering the Support and Financial Guidance You Need
We know these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks or even months might bring.

Our Work is Critical
Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business. We and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.

You Matter to Us
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have. We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at O Bee Financial Services any time. We are always here for you.

 
Sincerely,
David Littleton,
LPL Financial Advisor 


Put Your Money to Work 


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.

 




 
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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC

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.

  • Not Insured by NCUA or Any Other Government Agency
  • Not Credit Union Guaranteed
  • Not Credit Union Deposits or Obligations
  • May Lose Value

The LPL Financial registered representatives 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.