Help Fund Your Future Whether your needs are simple or more complex, we have a full spectrum of investment products and services that can be custom-fit to address your specific situation. At the start of our relationship, we spend time getting to know you - things like where you are in your life journey, where do you want to go, and what your dreams might be. This gives us the foundation to develop an investment plan that suits you. And, we don't stop there. We check in often, and ensure that our plan is still relevant to where you're headed.
Our investment products and services are offered through LPL Financial. This strategic relationship lets us offer a complete menu of investment options ranging from mutual funds to retirement accounts, and virtually everything in between. Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
- Not FDIC Insured - Not Bank Guaranteed - May Lose Value
- Not Insured by any Federal Government Agency - Not a Bank Deposit
Oregon Pacific Financial Services and Oregon Pacific Bank are not registered broker/dealers nor affiliates of LPL Financial. This site is designated for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.