About Us

At Oconee State Financial Services, we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high quality, comprehensive financial services in an atmosphere that allows us to get to know you better ‐ your family, your business, your financial goals and your investment needs.

Through our partnership with LPL Financial, our clients have access to a wide array of financial and wealth management solutions, including services such as professional money management, retirement and education planning, and investment products including: stocks, bonds, mutual funds, annuities and insurance products. LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and an FINRA /SIPC member. FINRA | SIPC

To learn more about LPL Financial, please visit their website.

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Products / Services

Our clients have access to a wide array of financial and wealth management solutions, investment products and insurance products.

Products

  • Equities
  • Fixed and Variable Annuities
  • Fixed Income Securities
  • Life Insurance
  • Long-term Care
  • Mutual Funds
  • REIT
  • Stocks & Bonds
  • Tax-deferred and Tax-Advantaged Investments

Services

  • Asset Management
  • Education Planning
  • Estate Planning & Trust Services
  • Executive & Employee Benefits
  • Financial & Accumulation Planning
  • Retirement Planning [including 401(K) plans]

To learn more about our investment solutions, please contact us directly at 706.310.2103.

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Client Center

View your account online or schedule a meeting with one of our Financial Consultants.

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Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Oconee State Bank and Oconee State Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Oconee State Bank deposits and are not FDIC insured. These products are not obligations of Oconee State Bank and are not endorsed, recommended or guaranteed by Oconee State Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Advisory Services offered through LPL Financial. A Registered Investment Advisor.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.