Brokerage & Insurance Services
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, allowing us to offer a complete menu of investment options, including:
- Financial Planning
- Qualified Retirement Plans
- Fixed and Variable Annuities
- 529 Plans and Educational IRAs
Our insurance products help provide peace of mind to you and your family, allowing you to enjoy the present with the full knowledge that your family will be taken care of should the unexpected occur.
- Term Life Insurance
- Permanent Life Insurance
- Long-term Care Insurance
Oregon Pacific Financial Services, Oregon Pacific Wealth Management, LLC and Oregon Pacific Bank are not registered broker/dealers nor affiliates of LPL Financial.