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.

Investment Products

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

Insurance Services

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

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.


Oregon Pacific Financial Services, Oregon Pacific Wealth Management, LLC and Oregon Pacific Bank are not registered broker/dealers nor affiliates of LPL Financial.


Contact UsIcon For: Contact

Name is required.
Email is required.
Phone is required.
Comment is required.

Oregon Pacific Wealth Management, LLC 

Learn more about the financial advisory and investment services offered by Oregon Pacific Wealth Management, LLC.


Brokerage and Insurance Services 

Visit Oregon Pacific Financial Services' website for more information about our brokerage and insurance services offered through LPL financial.