Close
ONLINE LOGIN Cash Management LOGIN
Beware of Scams. Members have reported scammers using spoofed text messages and phone calls that appear to be from O Bee Credit Union employees trying to get members to share sensitive information to gain access to their accounts. Remember, O Bee Credit Union will never initiate contact and request sensitive information over the phone, via email, or by text.If someone asks you for this information, end the call and reach out to us directly at 360-943-0740. Click to learn more. Beware of Scams. Members have reported scammers using spoofed text messages and phone calls that appear to be from O Bee Credit Union employees trying to get members to share sensitive information to gain access to their accounts. Remember, O Bee Credit Union will never initiate contact and request sensitive information over the phone, via email, or by text.If someone asks you for this information, end the call and reach out to us directly at 360-943-0740. Click to learn more. X
O_Bee_Credit_Union
Menu
Locations| Loan Payments| Rates| Blog| Contact Us| Online Banking Sign-Up
ONLINE LOGIN
Invest in Resources about investment

Resources

A Date With Destiny

A Date With Destiny

Seven age milestones that will impact your retirement planning.
Read More about A Date With Destiny
Budgeting for Baby

Budgeting for Baby

Expecting a new arrival? Learn how to budget for your growing family, including child care, insurance, and parental leave.  
Read More about Budgeting for Baby
IRA 101: Know the Facts

IRA 101: Know the Facts

If you own an IRA, then you should be as familiar as possible with the rules that govern your account.
Read More about IRA 101: Know the Facts
When's the Right Time to Retire?

When's the Right Time to Retire?

This article discusses the factors you should look into when deciding when to retire.
Read More about When's the Right Time to Retire?
Higher Learning

Higher Learning

During these uncertain times, 529 plans may make more sense than ever.
Read More about Higher Learning
Common Retirement Investment Mistakes

Common Retirement Investment Mistakes

There are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments.  
Read More about Common Retirement Investment Mistakes
Appetite for Risk

Appetite for Risk

Understanding investment risk and planning a successful, long-term investment strategy.
Read More about Appetite for Risk
Beyond Retirement

Beyond Retirement

Beyond Retirement: Consider Your Other Goals  
Read More about Beyond Retirement
 
MAKE AN APPOINTMENT


 
Check the background of this investment professional here:
FINRA BROKER CHECK

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.