Wealth Management in Oconee County, GA

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List of Firms

Oconee County, GA Wealth Management Firms

The Avenue Wealth Management Group
Location 1360 Caduceus Way bldg 800 suite 101, Watkinsville, GA 30677, USA
Phone (706) 621-7550
Directions
David Lilliston - Raymond James
Location 1360 Caduceus Way Bldg 800 Ste 101, Watkinsville, GA 30677, USA
Phone (706) 613-9915
Directions
SEC File# 801-62810
CRD# 129602
Location 3651 Mars Hill Rd #1000A, Watkinsville, GA 30677, USA
Phone (770) 985-5473
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Perno/Burns Financial Group
Location 1360 Caduceus Way Bldg 800 Ste 101, Watkinsville, GA 30677, USA
Phone (706) 621-7550
Directions
Wealth Management in Oconee County, GA

Where Wealth Management Advisors in Oconee County, GA Serve

Nestled in the heart of Georgia, lies the captivating Oconee County, a land of enchantment and wonder. This county boasts a plethora of landmarks that are sure to leave you awestruck. From the historic Eagle Tavern Museum to the majestic Oconee Forest Park, there's something for everyone here. But that's not all - Oconee County is also home to some of the top employers in the region. Companies like Caterpillar, Eaton Corporation, and St. Mary's Healthcare System provide ample job opportunities for the county's residents. When it comes to getting around, Oconee County is well-connected by major highways and streets. The US Route 441, Georgia State Route 15, and Interstate 20 all pass through the county, making it easy to travel to neighboring cities and towns. And let's not forget about the charming neighborhoods that make up Oconee County. From the upscale Jennings Mill to the quaint Bishop, each neighborhood has its own unique charm and character.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Oconee County, GA can benefit from a bank in several ways. For instance, a bank can provide financial assistance to individuals and businesses in the county. This could include loans for starting or expanding a business, mortgages for buying a home, or personal loans for unexpected expenses. Additionally, a bank can offer investment opportunities to residents, allowing them to grow their wealth and plan for their future. Oconee County is known for its strong agricultural industry, and a bank can provide specialized financial services to farmers and agricultural businesses in the area. Furthermore, a bank can offer financial education and resources to residents, helping them to better manage their money and make informed financial decisions. Overall, a bank can play a crucial role in supporting the financial well-being of individuals and businesses in Oconee County, GA.

Insurance Broker

Residents of Oconee County, GA can greatly benefit from the services of an insurance broker. With the county's growing population and diverse demographics, an insurance broker can provide tailored insurance solutions that meet the unique needs of each resident. For instance, Oconee County is home to a large number of retirees who may require specialized health insurance plans that cover their specific medical needs. Additionally, the county has a thriving agricultural industry, and farmers may require insurance policies that protect their crops and livestock from natural disasters and other unforeseen events. An insurance broker can also help residents navigate the complex world of insurance, ensuring that they are adequately covered without breaking the bank. With their in-depth knowledge of the insurance industry and access to a wide range of insurance providers, an insurance broker can help residents of Oconee County, GA find the best insurance policies to meet their unique needs.

Retirement Planning

Residents of Oconee County, GA can benefit greatly from the expertise of a skilled retirement planner. With an aging population and a median age of 40.9, many individuals in Oconee County are approaching retirement age. A retirement planner can assist in creating a personalized retirement plan that takes into account the unique needs and circumstances of each individual. This may include strategies for maximizing Social Security benefits, managing investments, and minimizing taxes. Additionally, Oconee County is known for its high median household income of $89,238, which can present unique challenges when it comes to retirement planning. A skilled retirement planner can help residents navigate these complexities and ensure that they are on track to meet their financial goals in retirement.

Financial Advisor

Residents of Oconee County, GA can benefit from the guidance of a financial advisor in many ways. For instance, a financial advisor can help residents create a budget that takes into account the county's high cost of living. Additionally, they can provide advice on how to invest in the local economy, which is heavily reliant on the healthcare and education industries. Furthermore, a financial advisor can help residents plan for their retirement, taking into account the fact that the county has a large population of retirees. They can also provide guidance on estate planning, which is particularly important in a county where many residents own large plots of land and valuable assets. Overall, a financial advisor can help residents of Oconee County, GA navigate the unique financial challenges of their community and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Oconee County, GA can benefit greatly from the services of a mortgage loan officer. With the county's population growth and thriving economy, the demand for affordable housing has increased significantly. A mortgage loan officer can assist residents in securing a loan to purchase their dream home or refinance their existing mortgage. Moreover, Oconee County is known for its high property values and competitive housing market. A mortgage loan officer can provide valuable insight into the local real estate market, help residents navigate the complexities of the home buying process, and ensure that they receive the best possible loan terms and interest rates. With the assistance of a mortgage loan officer, residents of Oconee County can achieve their homeownership goals and build a secure financial future.

Tax Services

Residents of Oconee County, GA can benefit from the services of a tax advisor in numerous ways. One of the most common ways is by receiving assistance in navigating the complex tax laws and regulations that apply to the county. Oconee County has a unique tax code that can be challenging for residents to understand, especially if they are new to the area. A tax advisor can help residents identify tax deductions and credits that they may be eligible for, which can help reduce their tax liability. Additionally, a tax advisor can provide guidance on tax planning strategies that can help residents minimize their tax burden in the long term. By working with a tax advisor, residents of Oconee County can ensure that they are in compliance with all applicable tax laws and regulations while maximizing their tax savings.

Estate Planning Lawyer

Residents of Oconee County, GA can benefit greatly from the services of an estate planning lawyer. With its rapidly growing population and diverse demographics, Oconee County presents unique challenges and opportunities when it comes to estate planning. An experienced lawyer can help residents navigate the complexities of probate law, create wills and trusts that reflect their individual needs and wishes, and ensure that their assets are protected and distributed according to their wishes. Additionally, an estate planning lawyer can help residents minimize tax liabilities, plan for long-term care, and provide guidance on issues such as guardianship and conservatorship. Whether you are a young family just starting out or a retiree looking to protect your legacy, an estate planning lawyer can help you achieve your goals and secure your future in Oconee County, GA.

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