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.
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
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.