Skill and Experience
When you work with the O Bee Investment team, we make sure you receive personal, one-on-one, service. It’s easy to see why so many people have put their trust in us. We take the time to listen to your situation, understand your goals and collaborate with you to help find the right strategy for you and your investments.
DAVE LITTLETON, LPL Financial Advisor
Dave Littleton has over 20 years of experience as a financial planner. He believes the first step in understanding your financial needs is to listen. Your goals, dreams, objectives, and risk tolerance are the foundation of developing an investment plan that works best for you. Dave can assist you in understanding risk vs. reward, reviewing appropriate changes to your portfolio, or providing retirement solutions that fit with your overall plan. Talk to Dave and put your money to work today. You’ll find his skill, knowledge and friendly approach will help you better understand the many options available to you as an investor. Sign up here to make an appointment. Dave’s consults are free of charge with no obligation to O Bee members and non-members alike.