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Financial Services

Personalized Financial Services

Expertise and friendly help work towards a more secure financial future

David Littleton, LPL Financial Advisor, provides O Bee Credit Union members-owners with a full range of financial products and professional help to define and achieve financial goals.Dave_Littleton

O Bee Financial Services Offers:

  • Retirement Plan Rollovers
  • Tax-Free Income Investments
  • Tax-efficient Growth Investments
  • Retirement Planning
  • Estate Planning
  • Long-Term Care Insurance
  • Stocks, Bonds, & Mutual Funds

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Request an Appointment!

To schedule your free financial consultation for a complete analysis of your financial goals, visit your nearest O Bee Credit Union branch or call 360-570-7538

At O Bee Financial Services we offer knowledgeable and friendly help to work towards a more secure financial future.

This is not intended to provide specific investment or tax advice for any individual.  

Securities and advisory services offered through LPL Financial, member FINRA / SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  LPL Financial & its affiliates are not affiliated with O Bee Credit Union.

Not FDIC/NCUA Insured

Not Credit Union Guaranteed

May Lose Value

Not Guaranteed by Any Government Agency

Not a Bank/Credit Union Deposit

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