The professionals at Oregon Pacific Financial Services are experienced in helping you navigate the growing complexity of the investment world. 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 will check in often, and ensure that our plan is still relevant to where you’re headed.
Our comprehensive investment products and services are offered through LPL Financial, the nation’s largest independent broker/dealer*. This strategic relationship lets us offer a complete menu of investment options ranging from mutual funds to retirement accounts, and virtually everything in between.
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Oregon Pacific Financial Services (external link)
* As reported in Financial Planning magazine, June 1996-2009, based on total revenues
“Our relationship with LPL Financial gives us access to a universe of options in the market. That means we don’t have to meet any quotas or push any specific products. We’re able to look past the numbers and get to what matters – our clients.”
LPL Registered Principal