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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 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 here to lend their expertise. Consults 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.

Make an Appointment

Sign up today for your free, no obligation, financial analysis.

Meet the Team

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

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 / SIPCCheck 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