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O Bee Financial Services 

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Supporting Your Plan for a Secure Financial Future

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? As an member-owner of O Bee Credit Union, you have a staff of financial professionals waiting to help you pursue your goals. O Bee Financial Services, an affiliate of LPL Financial, will work with you to understand your vision of the future and provide valuable information to help turn your vision into a reality.


Providing the Friendly Help You Need

What could be better and more convenient than having a personal financial advisor you know right in your credit union? You can enjoy the same neighborly service for all your investment needs that you experience when you bank at O Bee Credit Union. We bring all of the financial and retirement investment resources and knowledge you need under the same roof.

Serving Our Members’ Financial Planning Needs Is What Sets Us Apart

We work hard to understand our members’ needs. We are all part of the same community and know many credit union members as neighbors and friends. We listen closely and analyze your present situation and financial goals to help create the right plan for investing.

Planning That Is Complete and Simple

We will take you through every step and help guide you in making the financial and investment decisions that are right for you.

We will help you to:

1. Define your personal profile as an investor
2. Identify your goals for the future
3. Help you decide the right steps to take to work toward those goals

Selecting Investments That Are Right for You

We will give a complete overview of all of your investment options available to you. This convenient service will save you a great deal of time and direct you to make well-educated decisions when choosing and planning  your investments. We provide on-going support and scheduled reviews of your financial status to help you make any necessary adjustments in your investing strategy.

Understanding Risk vs. Reward

We want you to plan and manage your investments to your greatest advantage. We help you understand how economic conditions like inflation and changing interest rates can affect your investments. We also want you to know why a wide range of investment types can make a difference in your investment portfolio.

Recommending Appropriate Changes to Your Financial Plan

From time to time, it may be important to move your investments or consider different investing options, due to sudden changes in your situation or in market conditions. We can help evaluate your investments and assist you in making the best decisions for the future.

Providing Retirement Solutions for Business

Count on us for help establishing a comprehensive retirement planning program. The following options are available through the investment professionals at your local O Bee Credit Union branch:

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

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.