Seven Oaks Advisory Group

Seven Oaks Advisory Group Private Wealth Advisory practice of Ameriprise Financial Services, LLC Are you looking for ways to reach your financial goals in today's volatile market?

Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That's where we can help. We'll take the time to listen to you and understand your goals and dreams. We'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s

uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach. Areas of Focus:

Small Business
Women's Financial Strategies
Estate Planning Strategies

Working Together





Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
06/02/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
06/01/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

Managing finances independently doesn’t mean every decision is made alone.Ameriprise Financial research highlights how m...
05/29/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
05/27/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
05/27/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

Financial independence is sometimes misunderstood as isolating or risky.Ameriprise Financial research shows many financi...
05/26/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/22/2026
Planning independently often requires looking further ahead.Ameriprise Financial research shows that advisors help solo ...
05/22/2026

Planning independently often requires looking further ahead.

Ameriprise Financial research shows that advisors help solo adults translate long-term goals into concrete plans — from timing and income planning to defining long‑term financial goals.

Address

106 E. Washington Street
Kosciusko, MS
39090

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+16622891013

Website

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