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Investment Strategies for 2025

How to build and manage your wealth in the next year.

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Get Started with a No Obligation Consultation

Ready to sit down and have a chat to see how we can help you plan for 2025 and beyond?

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Four Benefits of Working with a Financial Advisor

While most people think of an advisor as someone who makes investment recommendations, there is so much more to a healthy and productive relationship.

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Creating Generational Wealth through Charitable Giving

Build a legacy that benefits both your family and the causes you care about

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Curious and Just Getting Started?

Common words and phrases that you'll hear...

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Traditional vs. Roth IRAs - Do you know the difference?

Listen to these key points to consider when deciding which account is right for you and your family.

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OFS Financial Services

INVESTMENTS | FINANCIAL PLANNING | INSURANCE

Trust, transparency and integrity are everything, especially when it comes to securing your financial future. At OFS Financial Services, we are part of the Olympia Federal Savings family so you can rest assured knowing we provide our clients with straightforward, honest and caring support and financial planning.

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Planning Process

Your OFS Financial Services team will advise you through 1:1 strategy sessions, deploying professional resources such as our real-time Money Guide tool to help track your progress toward pursuing life’s biggest goals. We offer a variety of investment options to fit your needs.

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News & Insights

See the latest news, office updates and events from OFS Financial.

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Our Philosophy

Here at OFS Financial Services, we prioritize our clients’ needs and focus on people over profits, guiding them towards success in achieving their most important financial goals.

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News & Insights

Building your Retirement Investments

Saving for retirement is important. It is an investment in your future. That’s why Jason helps to take a look at plans for retirement by offering investment products and providing customers with sound financial advice on investments for their future. Every person is different with unique dreams and there are many different options to help you…

OFS Financial Services Offers an Insurance Umbrella for Life’s Rainy Days

OFS Financial Services Provides Insurance Services Along with Financial Planning OFS Financial Services provides wealth management and financial planning services and support to help customers in a transparent, straightforward and honest manner. In 2015, Financial Advisor, Jason Andrew, started with OFS Financial Services as a registered advisor through OlyFed’s broker/dealer partner Cetera Investment Services LLC. Andrew is…