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Oconee State Financial Services Bank, Watkinsville, GA

Products/Services

‹ Back to Oconee State Bank

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.

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, CA, CO, FL, GA, IL, NC, OK, WA. 
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