Is there a fee for setting up a meeting?
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.