O Bee Credit Union | Investment Services

O BEE FINANCIAL SERVICES

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.

Check the background of this investment professional here:

FINRA BROKER CHECK

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.

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.