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Oconee State Financial Services Bank, Watkinsville, GA

Coleman I work with clients to provide sound financial strategies that help people pursue their goals and dreams. Whether you are looking to retire, generate a higher level of income, reduce taxes through tax planning, save for your future, reduce taxes or plan for education - I can help you! At Oconee State Financial Services, we help clients in all aspects and facets of their financial lives. The decisions that you make today will put you on track towards the right course for the future.

What to Expect

We have created a private, safe environment to share your individual goals and objectives with us. Open dialogue and questions are always welcomed and encouraged from our clients. In our first meeting, we will determine if we can add value to your current situation and how to best design a plan to pursue your financial goals.

What to Bring to Our First Meeting

Bring whatever financial information is pertinent to our discussion. I recommend that customers bring recent financial statements, net worth summaries, insurance policies or other information that can help me quickly learn more about your financial situation. If you are an Oconee State Bank customer – no need to bring your banking information!

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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