OFS Financial Services

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. Our goal is to earn your trust to help you make strategic investment choices to match your needs.

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 reaching life’s biggest goals. OFS Financial Services offers a variety of insurance and investment options to fit your needs. From individuals to small businesses and nonprofits, we offer a robust and comprehensive financial planning process including:

Budgeting: Cash Flow & Debt Analysis

Insurance Evaluation

Investment Review

College Planning

Retirement Planning

Estate Planning

Endowment Planning

Portfolio Management

Meet Jason Andrew, Financial Advisor

Jason is the ultimate MVP, supporting and coaching his clients with unsurpassed commitment to the highest-quality service. With more than a decade of wealth management experience, Jason joined OFS Financial Services as a registered adviser in June of 2015.

While earning his bachelor’s degree in Business Administration from Pacific Lutheran University, Jason was also a collegiate baseball player who went on to play in the minor leagues for four years. A shoulder injury sidelined his professional career, but Jason redirected his energy and positive attitude into helping financial clients achieve their own life’s “wins.” Now a youth coach in basketball and baseball, Jason and his wife live in Olympia.

Schedule an no-obligation appointment today by calling (360) 596-9788 or Send Jason a Message.

Products & Services

Life Insurance

Long Term Care Insurance

Disability Insurance

Annuities

Stocks

Bonds

Mutual Funds

Advisory Services

Money Markets

Exchange Traded Funds

Real Estate Investment Trusts

Unit Investment Trusts

Schedule an Appointment

To set up a no-obligation appointment with Jason Andrew, Financial Advisor, visit us at our Lacey branch office, 4310 6th Ave SE, call (360) 596-9788 or email jason.andrew@ofsinvest.com.