OBS Financial Services (OBSFS), Inc. is an SEC registered investment advisor. OBSFS and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC registered investment advisers by those states in which OBSFS maintains the required number of clients. OBSFS will not render investment advice to any individual or company unless OBSFS is first registered in the client's state of residence or unless OBSFS satisfies an applicable exemption or exclusion from such state's registration requirements.
OBSFS' website is limited to the dissemination of general information pertaining to its investment advisory services. It is for informational purposes only and so should not be construed by a consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
OBSFS’ advice is given only within the context of our contractual agreements with each client. Advice may only be rendered after the delivery of Form ADV Part II (Investment advisor's disclosure document) and the execution of an agreement by the client and OBSFS. Form ADV Part II, which discusses OBSFS’ business operations, services, and fees is available upon request.
Our principal offices are located at:
OBS Financial Services, Inc.
10200 Waterville Street
Whitehouse, Ohio 43571