Retirement Planning in Watkinsville, GA

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Top Retirement Planners in Watkinsville, GA

Stearns Retirement Group
SEC File# 801-80425
CRD# 173272
Location 2410 Hog Mountain Rd STE 307, Watkinsville, GA 30677, USA
Phone (706) 769-3346
Directions
Edward Jones - Financial Advisor: Maury E Adcock
SEC File# 801-3297
CRD# 250
4 out of 5
Location 2 S Main St Ste 208, Watkinsville, GA 30677, USA
Phone (706) 310-9057
Directions
Fields Elder Law & Estate Planning
5 out of 5
Location 1431 Capital Avenue Suite 115, Watkinsville, GA 30677, USA
Phone (706) 449-0874
Directions
Lanier Financial Group
1 out of 5
Location 320 E Clayton St #419, Athens, GA 30601, USA
Phone (404) 669-6792
Directions
Kevin Frutiger - Financial Advisor, Ameriprise Financial Services, LLC
Location 1551 Jennings Mill Rd Ste 1000-B, Watkinsville, GA 30677, USA
Phone (706) 546-1114
Directions
Cannon Financial Institute
5 out of 5
Location 355 Oneta St Unit D500, Athens, GA 30601, USA
Phone (706) 353-3346
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
Northwestern Mutual Financial
Location 1075 Baxter St, Athens, GA 30606, USA
Phone (706) 549-8100
Directions
ElderCare Planning Council
Location 480 Cedar Creek Dr, Athens, GA 30605, USA
Phone (404) 245-8032
Directions
Oconee Financial Corporation
Location 35 N Main St, Watkinsville, GA 30677, USA
Phone (706) 769-6611
Directions
Elwood & Goetz Wealth Advisory Group
5 out of 5
Location 687 S Milledge Ave, Athens, GA 30605, USA
Phone (706) 548-1025
Directions
Financial Planning Strategies
Location 1021 Matties Walk, Watkinsville, GA 30677, USA
Phone (706) 310-0145
Directions
Mark Christenson - Raymond James
Location 3651 Mars Hill Rd Ste 700, Watkinsville, GA 30677, USA
Phone (678) 661-0003
Directions
ETS Financial Services, LLC
5 out of 5
Location 27 City Square St Suite 2, Hoschton, GA 30548, USA
Phone (770) 904-1978
Directions
Retirement Planning in Watkinsville, GA

About Watkinsville, GA for Those Planning to Retire

Nestled in the heart of Georgia lies the charming town of Watkinsville, a place where history and modernity collide in a delightful way. From the iconic Eagle Tavern Museum to the vibrant downtown area, there's always something to explore in this bustling community. One of the town's top employers is the Oconee County School District, which provides quality education to students across the region. Other major employers include St. Mary's Healthcare System and Caterpillar, both of which have a strong presence in the area. When it comes to transportation, Watkinsville is conveniently located near several major highways, including US-441 and GA-316. Additionally, the town boasts a number of well-maintained streets and roads, making it easy to navigate the area by car or on foot. As for neighborhoods, Watkinsville is home to a diverse array of communities, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Watkinsville, GA is a small town that heavily relies on its local bank to provide financial services to its residents. The most common ways that residents of Watkinsville would be helped by a bank is through loans, checking and savings accounts, and investment opportunities. With a population of just over 3,000, Watkinsville is a close-knit community where everyone knows each other. Therefore, the bank's personalized approach to customer service is crucial in establishing trust and building relationships. The bank can also help residents with mortgages and home equity loans, which is essential in a town where housing is in high demand. Additionally, the bank can provide financial education to residents, especially those who are new to managing their finances. Overall, the bank plays a vital role in the financial well-being of the residents of Watkinsville, GA.

Insurance Broker

Residents of Watkinsville, GA can benefit from an insurance broker in several ways. For instance, an insurance broker can help residents navigate the complex and ever-changing insurance landscape, ensuring that they have the right coverage for their specific needs. Watkinsville, GA is a small town with a population of just over 3,000 people, and as such, it has a unique set of insurance needs that may not be adequately addressed by larger insurance companies. An insurance broker can provide personalized service and tailor coverage to meet the specific needs of Watkinsville residents. Additionally, an insurance broker can help residents save money by shopping around for the best rates and negotiating with insurance companies on their behalf. With an insurance broker, residents of Watkinsville can have peace of mind knowing that they are adequately protected and that their insurance needs are being taken care of by a trusted professional.

Wealth Management

Residents of Watkinsville, GA could benefit from the expertise of a wealth manager in several ways. One specific challenge that residents of Watkinsville face is the lack of diversity in the local economy. The town is primarily focused on agriculture and small businesses, which can make it difficult for residents to diversify their own income streams. A wealth manager could help residents navigate this challenge by providing guidance on how to invest their money in a way that diversifies their portfolio and reduces risk. Additionally, a wealth manager could help residents plan for retirement and other long-term financial goals, such as paying for college tuition or purchasing a home. By working with a wealth manager, residents of Watkinsville could gain the knowledge and resources they need to achieve financial stability and security.

Financial Advisor

Residents of Watkinsville, GA could benefit from the guidance of a financial advisor in many ways. One specific area where a financial advisor could be particularly helpful is in navigating the local real estate market. Watkinsville is a small town located just outside of Athens, GA, and its real estate market can be competitive and confusing for those who are not familiar with it. A financial advisor could help residents understand the best ways to invest in local real estate, whether that means buying a home, renting out property, or investing in commercial real estate. Additionally, a financial advisor could help residents plan for their long-term financial goals, such as retirement or saving for children's education, and provide guidance on how to achieve those goals in the context of the local economy. Overall, a financial advisor could be a valuable resource for residents of Watkinsville who are looking to make smart financial decisions and secure their financial futures.

Mortgage Loan Officer

Residents of Watkinsville, GA can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents secure a mortgage loan to purchase a home in Watkinsville, which is known for its beautiful scenery and small-town charm. With a median home price of $315,000, many residents may require a loan to afford a home in this area. Additionally, a mortgage loan officer can assist residents in refinancing their existing mortgages, which can help them save money on their monthly payments and free up funds for other expenses. Furthermore, a mortgage loan officer can provide guidance on the various loan options available to residents, such as FHA loans or VA loans, and help them choose the one that best suits their needs. Overall, the services of a mortgage loan officer can be invaluable to residents of Watkinsville, GA, as they navigate the complex world of home ownership.

Tax Services

Residents of Watkinsville, GA can benefit from a tax advisor in various ways. The most common ways include getting help with tax planning, filing tax returns, and understanding tax laws. With the help of a tax advisor, residents can plan their finances in a way that minimizes their tax liability and maximizes their savings. Additionally, tax advisors can assist residents in filing their tax returns accurately and on time, avoiding penalties and interest charges. In Watkinsville, GA, where the economy is primarily driven by small businesses, a tax advisor can be particularly helpful in navigating the complex tax laws that apply to business owners. Tax advisors can provide guidance on deductions, credits, and other tax-saving strategies that can help businesses thrive in Watkinsville's competitive market. Overall, a tax advisor can be a valuable resource for residents of Watkinsville, GA, helping them make informed financial decisions and achieve their long-term financial goals.

Estate Planning Lawyer

Residents of Watkinsville, GA can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by creating a comprehensive estate plan that protects their assets and ensures that their beneficiaries receive their rightful inheritance. With the town's growing population and diverse demographics, estate planning lawyers can help residents navigate the complexities of estate planning laws and regulations unique to Watkinsville, GA. Additionally, estate planning lawyers can assist residents in creating trusts, wills, powers of attorney, and other legal documents that ensure their wishes are carried out in the event of incapacity or death. By seeking the advice and guidance of an experienced estate planning lawyer, residents of Watkinsville, GA can have peace of mind knowing that their loved ones will be taken care of in the future.

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