Southern Oaks Financial Services
We use various investment products such as equities, fixed income, mutual fund, annuities, unit investment trusts and managed money accounts to help my clients achieve their financial goals.
After determining your asset allocation, appropriate securities and strategies will be selected that are best suited to meet your objectives. Each month and/or quarter you will receive a statement that will help you review your account. We are always available to review your portfolio to see if there is a need to make adjustments based on changes in your personal situation or market conditions.
Stay focused
When your investment goals are long term, it’s important to be able to balance media hype and daily headlines with solid information. Don’t just jump in when a particular stock, market sector or asset class is rising fast. Just as important, try not to let news of a declining market keep you from sticking with your plan. As your financial partner, we work together to make sure your investments work for you. And remember, through wars and recessions, the overall direction of the financial markets has been gradually upward, although past performance is not indicative of future results.
Securities and Advisor Services are offered through Investment Centers of America, Inc., member FINRA and SIPC. May lose value. Not Bank guaranteed. Not FDIC insured
Oconee Crossings
991 Lake Oconee Parkway
Eatonton, GA 31024
Phone: 706-485-5244
Fax: 706-485-7028
Monday - Friday
9:00 am - 5:00 pm
Appointments available.
Email: Tim Pierson at tpierson@tpbeatonton.com
Southern Oaks Financial Services cautions against sending confidential or sensitive information via the form provided. To send confidential information please contact us by phone during normal business hours.
We use various investment products such as equities, fixed income, mutual fund, annuities, unit investment trusts and managed money accounts to help my clients achieve their financial goals.
After determining your asset allocation, appropriate securities and strategies will be selected that are best suited to meet your objectives. Each month and/or quarter you will receive a statement that will help you review your account. We are always available to review your portfolio to see if there is a need to make adjustments based on changes in your personal situation or market conditions.
Stay focused
When your investment goals are long term, it’s important to be able to balance media hype and daily headlines with solid information. Don’t just jump in when a particular stock, market sector or asset class is rising fast. Just as important, try not to let news of a declining market keep you from sticking with your plan. As your financial partner, we work together to make sure your investments work for you. And remember, through wars and recessions, the overall direction of the financial markets has been gradually upward, although past performance is not indicative of future results.
Securities and Advisor Services are offered through Investment Centers of America, Inc., member FINRA and SIPC. May lose value. Not Bank guaranteed. Not FDIC insured
Oconee Crossings
991 Lake Oconee Parkway
Eatonton, GA 31024
Phone: 706-485-5244
Fax: 706-485-7028
Monday - Friday
9:00 am - 5:00 pm
Appointments available.
Email: Tim Pierson at tpierson@tpbeatonton.com
Southern Oaks Financial Services cautions against sending confidential or sensitive information via the form provided. To send confidential information please contact us by phone during normal business hours.
Non-bank products and services offered through Southern Oaks Financial Services.
Securities offered through Investment Centers of America, Inc., member FINRA and SIPC.
• Not FDIC Insured • May Lose Value • No Bank Guarantee •
Securities offered through Investment Centers of America, Inc., member FINRA and SIPC.
• Not FDIC Insured • May Lose Value • No Bank Guarantee •