O Bee Investment Services is a wealth planning and investment management firm serving the needs of private investors. Guided by our conservative, proactive business philosophy, we have developed a highly valued business by focusing first and foremost on client needs. O Bee Investment Services is committed to providing financial planning and access to investment products and services that are tailo
red to each individual. Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC www.finra.org, www.sipc.org. Insurance products offered through LPL Financial or its licensed affiliates. The investment products offered through LPL Financial are not insured Obee Credit Union deposits and are not NCUA insured. These products are not obligations of the Obee Credit Union and are not endorsed, recommended or guaranteed by Obee Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.obee.com/pages/financial-services
