Investment & Retirement Planning

Prepare for Your Future with Financial Freedom



Thanks to our partnership with Financial Freedom Wealth Management Group, you can consult with an investment advisor inside any OCB branch—because we’re here for relationships. We always have been.


OCB does not offer investment services. But we understand how important these services are, and we trust the advisors at Financial Freedom to address your wealth management needs: helping you plan for taxes, inheritance, retirement, and more. We’re happy to make our branches available for you and your Financial Freedom advisor to meet together.


Financial Freedom Wealth Management is not a part of OCB. Its advisors operate independently and are registered with LPL Financial, a leading financial services company and the largest independent broker-dealer in the nation (as reported by Financial Planning Magazine, 1996-2023, based on total revenue).


Because we take our referrals seriously, we actively monitor the feedback and performance of Financial Freedom—and you can, too. Want to check an advisor’s qualifications for yourself? You can look up the name of any individual investment professional on FINRA’s BrokerCheck.


Again, while OCB does not provide investment services, we are happy to refer you to the advisors at Financial Freedom, and to offer you space to consult with them inside any of our branches.


Please note


Investment products are not insured by FDIC or any other government agency. The products you access from Financial Freedom are not bank-guaranteed, are not bank deposits or obligations, and may lose value.



Contact a Financial Freedom advisor!

Use the form below to request a no-cost, no-obligation consultation. The information you submit will be sent to Financial Freedom Wealth Management Group. An advisor from Financial Freedom will follow up with you directly.

  • Disclosures

    Securities and advisory services are offered through LPL Financial (“LPL”), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

    Oregon Coast Bank (“OCB”) and Financial Freedom Wealth Management Group, LLC, (“Financial Freedom”) are separate entities. OCB and Financial Freedom are not registered as a broker-dealer or investment advisor.

    Registered representatives of LPL offer products and services through Financial Freedom, and may also be employees of OCB. These products and services are offered through LPL or its affiliates, which are separate entities from, and are not affiliates of, OCB or Financial Freedom.

     

  • Securities and insurance offered through LPL or its affiliates:

    Are not insured by FDIC or any other government agency
    Are not bank-guaranteed
    Are not bank deposits or obligations
    May lose value
     

  • OCB provides referrals to financial professionals of LPL pursuant to an agreement that allows LPL to pay OCB for these referrals. This creates an incentive for OCB to make these referrals, resulting in a conflict of interest. OCB is not a current client of LPL for advisory services.

    Please visit: https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

    The OCB privacy policy may be found here: https://www.oregoncoastbank.com/privacy-policy/

    The Financial Freedom privacy policy may be found here: https://www.financialfreedomwmg.com/legal-privacy-copyright-and-trademark-information

    The LPL registered representatives associated with Financial Freedom may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

     

  • Financial Freedom Wealth Management Group
    1007 SW Bayley Street
    Newport OR 97365
    (458) 777-4458
    www.financialfreedomwmg.com

    LPL Financial
    4707 Executive Drive
    San Diego, CA 92121
    (800) 558-7567
    www.lpl.com

     

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