Personal Investing

Doing What’s Right for You

 

When you meet with the team at O Bee Financial Services you will get a good overview of all of your investment options. This convenient service will save you a great deal of time and help 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 manage any necessary adjustments in your investing strategy.
 
A broad range of investment can make a difference in how your portfolio performs. We help you understand how economic conditions like inflation and changing interest rates can affect your investments and how best to plan for a long-term outlook. 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. O Bee Financial Services is here to help evaluate the situation and work with your goals in mind.

Many Options

There are many options available to you, and it's helpful to get the guidance of an experienced insider.

• Stocks, Bonds & Mutual Funds
• Tax-free Income Investments
• Tax-Efficient Growth Investments
• Retirement Planning
• Retirement Plan Rollovers
• Estate Planning
• College 529 Plans
• Long-Term Care Insurance

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). 

Insurance products are offered through LPL or its licensed affiliates. O Bee Credit Union and O Bee Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using O Bee Financial Services, and may also be employees of O Bee Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, O Bee Credit Union or O Bee Financial Services.  Securities and insurance offered through LPL or its affiliates are:
 

• Not Insured by NCUA or Any Other Government Agency
• Not Credit Union Guaranteed
• Not Credit Union Deposits or Obligations
• May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.