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Joseph S. Okros

Joseph S. Okros

Financial Advisor

Joseph S. Okros specializes in financial planning for current retirees, those retiring within 10 years, professionals, and small business owners. Joe started in the financial industry in 1963. Joe began his financial advisory career working for large insurance/investment companies. In the early 1980’s Joe formed an independent Financial Advisory firm. Joe states, “Forming my own independent financial firm allowed me to bring my clients the best possible products for their personal situation without having the pressure of selling them products that were in the best interests of being sold by a large financial organization”. A testament to Joe’s excellent service to his clients is that Joe still has numerous clients from the early years in the industry that have remained with him for over 50 years. Together, Joe and his son have over 60 years of experience as financial advisory professionals.

Joe resides in Clarkston with his wife, Cookie, of 54 years. He devotes his practice to Clarkston and the surrounding communities. When he is not working, Joe enjoys spending time with his family and grandchildren.