35 North Main Street
PO Box 205
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Proudly Serving Our Community Since 1998.
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At Oconee State Financial Services, we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high quality, comprehensive financial services in an atmosphere that allows us to get to know you better ‐ your family, your business, your financial goals and your investment needs.
VP of Financial Planning
Senior Wealth Advisor
Tax Administrative Assistant
When Life Insurance Becomes Taxable
Thinking of Retiring Abroad?
The History of Currency
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.