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Oconee State Financial Services Bank, Watkinsville, GA

Is there a fee for setting up a meeting?FAQ graphic

There is no cost to our customers to meet and discuss their financial goals and objectives. We offer a complimentary initial consultation as a service to our loyal customers and their referrals.

Do you offer other investments and financial strategies besides stocks?

Absolutely. It’s a very common misconception that a Financial Advisor only invests your money in securities that fluctuate in value and can lose money. We also offer our customers FDIC-Insured Brokered CD’s and other Fixed accounts, for example.

Is my investment account at Oconee State Bank?

Depending on what financial strategy we choose together, your money will be transferred to LPL Financial or another investment provider. We monitor your accounts here and give you access to them online for reference.

Contact Us

Click here to view your account online.

To schedule a meeting with one of our Financial Consultants, please contact us at 706.310.2103.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck


Securities and advisory services offered through LPL Financial, a registered investment advisor. 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 the 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. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business securities business with residents of the following states: AL, AZ, CA, CO, FL, GA, IL, MS, NC, OK, TX, VA, WA. 
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