Our advisory team greatly appreciates our clients and their ongoing relationship with Oconee State Financial Services.   We are grateful for your engagement and willingness to work with us addressing financial and retirement needs.

 In keeping with our dedication to add value as wealth advisors, Oconee State Financial Services continues its quarterly Client Educational Series by hosting our next quarterly event of 2023:  Wednesday, August 16^th @ 8:30am.   For those who have joined us previously, we hope you view our educational meetings with your interests in mind.  As market and economic conditions change, we continue to receive questions from clients, their families, and even business owners seeking guidance to navigate through such environments and circumstances.  Therefore, we strive to be transparent and proactive to address your needs and financial matters.   

 Our Q3 educational breakfast event will provide a highly respected, industry thought-leader, Dr. Roach, to share his insights on the economic environment and a ‘midyear outlook’ pertinent to our clients.  This discussion should be informative for both individuals and small business owners alike.  Please join us for this very informative session!