Oconee County, GA Financial Advisors and Resources



Financial Advisor Firms in Oconee County, GA


TRADEMARK CAPITAL MANAGEMENT INC.

Website

(706) 534-2351

1551 Jennings Mill Road
Suite 1200A
Watkinsville, GA 30677

SEC#: 801-100363
Years in Business: 6 years

STADION MONEY MANAGEMENT, LLC

Website

(706) 583-5144

1061 Cliff Dawson Rd

Watkinsville, GA 30677

SEC#: 801-45601
Years in Business: 27 years

EUDAIMONIA PARTNERS, LLC

Website

(706) 254-3488

1551 Jennings Mill Road
#2600C
Watkinsville, GA 30677

SEC#: 801-107836
Years in Business: 5 years

SOWELL FINANCIAL SERVICES, LLC

Website

(630) 478-9785

1020 Barber Creek Drive Suite 324

Watkinsville, GA 30677

SEC#: 801-63991
Years in Business: 16 years

AMERIPRISE FINANCIAL SERVICES, LLC.

Website

(706) 546-1114

1551 Jennings Mill Rd
Ste 1000-B
Watkinsville, GA 30677

SEC#: 801-28543
Years in Business: 34 years

TRIAD ADVISORS, LLC

Website

(706) 705-6161

1800 Hog Mountain Road
Building 700
Watkinsville, GA 30677

SEC#: 801-55518
Years in Business: 23 years

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Website

(706) 621-7550

1360 Caduceus Way
Bldg 800, Suite 101
Watkinsville, GA 30677

SEC#: 801-69815
Years in Business: 12 years

AMERIPRISE FINANCIAL SERVICES, LLC.

Website

(706) 546-1114

1551 Jennings Mill Rd
Ste 1000-B
Watkinsville, GA 30677

SEC#: 801-28543
Years in Business: 34 years

STRATEGIC BLUEPRINT, LLC

Website

(706) 715-4950

3651 Mars Hill Road
Suit 3100-B
Watkinsville, GA 30677

SEC#: 801-108531
Years in Business: 5 years


How Retirement-Friendly is Oconee County, GA?

  • Population: 38,132
  • % of Population 62 Years and Over: 19.6%
  • Average Home Value: $288,400
  • Average Monthly Housing Cost: $1,254
  • Average Household Income: $122,678
  • Georgia Total Tax Burden: 7.91% (16th Lowest in U.S.)
  • Georgia Property Tax: 2.59% (18th Lowest in U.S.)
  • Georgia Individual Income Tax: 2.38% (23rd Highest in U.S.)
  • Georgia Sales and Excise Tax: 2.94% (15th Lowest in U.S.)


Oconee County, GA Financial Advisor FAQs

Financial advisor is someone who provides advice on finances. Some financial advisors specialize in just one type of service, like investments or retirement planning. Others offer a wider range of services including risk management, insurance, and education services for their clients.
You should expect a financial advisor to help you achieve your goals. Of course, this can only happen with your cooperation. You should first be very clear what your aspirations are and the limitations that come with it so that the financial advisor can more clearly meet with you in attaining these goals.
Financial advisors get paid in two ways, either hourly or percent of assets.
It's important to find an advisor who will work with you to find the best financial options for your life. Do your research and be careful in choosing someone who is willing to take the time necessary to understand what you need in order for your financial goals to be met.