Through our relationship with LPL Financial, Oconee State Financial Services is able to offer our customers a wide array of financial and wealth management strategies. We are licensed to provide insurance products and estate planning strategies as well. Below is a brief summary of some products and services offered at Oconee State Financial Services:
Products:
- FDIC-Insured Brokered CD’s
- Individual Equities and Fixed-Income Securities
- Municipal Bonds
- Mutual Funds
- Fixed and Variable Annuities
- Alternative Investments
- Life and Disability Insurance
- Long-Term Care Insurance
Services:
- Income Strategies
- Retirement Planning
- Tax Planning and Strategies
- Wealth Management
- Estate Planning and Trust Services*
- Employer Retirement Plans
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
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 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. Oconee State Bank and Oconee State Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Oconee State Financial Services, and may also be employees of Oconee State Bank or Oconee State Financial Services. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Oconee State Bank. The Oconee State Financial Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CO, CT, FL, GA, IL, MS, NC, OK, SC, TX, VA, WA. Securities and insurance offered through LPL or its affiliates are:
