Best Financial Advisors in Oconee County, GA

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List of Firms

Oconee County, GA Fiduciary Financial Advisors

Allgood Financial Advisory
Location 1361 Jennings Mill Rd Suite 420, Watkinsville, GA 30677, USA
Phone (706) 353-7215
Directions
Benjamin F. Edwards
SEC File# 801-113797
CRD# 297750
Location 1022 12 Oaks Dr Ste 102, Watkinsville, GA 30677, USA
Phone (833) 705-0350
Directions
Trademark Capital
SEC File# 801-100363
CRD# 214512
Location 1551 Jennings Mill Rd Suite 1200A, Watkinsville, GA 30677, USA
Phone (706) 534-2351
Directions
Prosperitas Financial Group
Location 3001 Monroe Hwy, Watkinsville, GA 30677, USA
Phone (770) 725-8220
Directions
Mark Christenson - Raymond James
Location 3651 Mars Hill Rd Ste 700, Watkinsville, GA 30677, USA
Phone (678) 661-0003
Directions
Glenn Cook - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 1191 Barnett Ridge, Athens, GA 30605, USA
Phone (706) 546-8567
Directions
Oconee State Financial Services - Oconee State Bank
5 out of 5
Location 35 N Main St, Watkinsville, GA 30677, USA
Phone (706) 310-2175
Directions
Edward Jones - Financial Advisor: Maury E Adcock
4 out of 5
Location 2 S Main St Ste 208, Watkinsville, GA 30677, USA
Phone (706) 310-9057
Directions
Capstone Financial
SEC File# 801-56979
CRD# 109341
Location 2470 Daniells Bridge Rd, Athens, GA 30606, USA
Phone (706) 850-7011
Directions
Edward Jones - Financial Advisor: Ron Seib, CFP®|ChFC®|AAMS™
Location 598 S Milledge Ave Suite 2, Athens, GA 30605, USA
Phone (706) 549-2950
Directions
Financial Advisors in Oconee County, GA

Where Certified Financial Advisors in Oconee County, GA Serve

Nestled in the heart of Georgia, Oconee County is a charming community that boasts a rich history and vibrant culture. From the majestic Oconee River that winds through the county to the iconic Eagle Tavern Museum, there are plenty of landmarks to explore and discover. Top employers in Oconee County include the University of Georgia, Caterpillar, and Publix Super Markets, among others. With easy access to major highways like US-78 and GA-316, commuting to work is a breeze for residents of Oconee County. The county is home to several notable neighborhoods, including the prestigious golf community of Cuscowilla on Lake Oconee and the quaint town of Watkinsville, known for its charming downtown area and vibrant arts scene. Whether you're looking for a peaceful retreat or a bustling community to call home, Oconee County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Oconee County, GA can benefit from the services of a financial advisor in a variety of ways. One of the most common ways is by helping them create a personalized financial plan that takes into account their unique circumstances and goals. This can include strategies for saving for retirement, paying for college, or managing debt. In a county where the median household income is higher than the state average, a financial advisor can also provide guidance on investing and wealth management. Additionally, with a growing population of retirees in Oconee County, a financial advisor can help them navigate the complexities of Social Security and Medicare. Overall, a financial advisor can provide valuable support and expertise to help residents of Oconee County achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Oconee County, GA can benefit greatly from the services of an insurance broker. With its population of just over 37,000, Oconee County is a growing community that is home to many families and businesses. An insurance broker can help these residents navigate the complex world of insurance, from finding the right coverage for their home or car to securing health insurance and life insurance policies. Specifically, in Oconee County, GA, many residents own large properties with multiple structures, such as barns, sheds, and guest houses. An insurance broker can help these property owners find the right insurance coverage to protect their investments and ensure that they are adequately covered in the event of a disaster or accident. Additionally, an insurance broker can help small business owners in Oconee County find the right commercial insurance policies to protect their businesses and employees.

Retirement Planning

Residents of Oconee County, GA can benefit greatly from the expertise of a retirement planner. Retirement planners can help residents plan for their future by providing financial advice and guidance on how to save for retirement. They can also help residents navigate the complex world of retirement accounts, such as 401(k)s and IRAs. In Oconee County, many residents work in the education sector, as the county is home to several schools and colleges. A retirement planner can help these educators make the most of their retirement benefits, including pensions and retirement savings plans. Additionally, Oconee County is known for its natural beauty and outdoor recreation opportunities, and a retirement planner can help residents plan for a retirement that includes travel and other leisure activities. Overall, a retirement planner can provide valuable assistance to residents of Oconee County, helping them achieve their retirement goals and enjoy a comfortable and fulfilling retirement.

Wealth Management

Residents of Oconee County, GA can benefit from the expertise of a wealth manager in several ways. One of the most common ways is through investment planning. With the guidance of a wealth manager, residents can make informed decisions about their investments and create a personalized investment strategy that aligns with their financial goals. Additionally, a wealth manager can provide advice on retirement planning, estate planning, and tax planning. Oconee County, GA is known for its beautiful natural scenery and is home to several state parks, including the Oconee National Forest. A wealth manager can help residents in this area plan for their future and ensure that they have the financial resources to enjoy all that the county has to offer.

Mortgage Loan Officer

Residents of Oconee County, GA can benefit greatly from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by assisting residents in finding the best mortgage rates and terms that meet their specific needs and financial situations. Additionally, loan officers can provide guidance and support throughout the home buying process, from pre-approval to closing. Oconee County, GA is known for its beautiful natural surroundings and strong sense of community, which makes it an attractive place to live. However, with a growing population and rising home prices, navigating the real estate market can be challenging. A mortgage loan officer can provide valuable insight and expertise to help residents secure the financing they need to achieve their homeownership goals in this competitive market.

Tax Services

Residents of Oconee County, GA can benefit greatly from the services of a tax advisor. With the county's growing population and diverse economy, there are many different tax laws and regulations to navigate. A tax advisor can help residents understand which deductions and credits they are eligible for, and can also provide guidance on how to minimize tax liabilities. Additionally, tax advisors can assist with estate planning and retirement planning, which are particularly important for the many retirees who call Oconee County home. Overall, a tax advisor can provide invaluable support to residents of Oconee County, helping them to make informed financial decisions and achieve their long-term financial goals.

Estate Planning Lawyer

Residents of Oconee County, GA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by assisting with the creation of a will. In Oconee County, where the population is largely made up of families and retirees, having a properly drafted will can ensure that assets are distributed according to the individual's wishes and that loved ones are taken care of after their passing. Additionally, an estate planning lawyer can help with other important documents such as trusts, powers of attorney, and healthcare directives. By working with an estate planning lawyer, residents of Oconee County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the future.

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