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.
09/02/2026

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

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

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
09/02/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solution...
08/31/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity whi...
08/28/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Give us a call to learn more!

Interest rates may stay higher for longer, but that doesn't mean investors should put their plans on hold. Today's envir...
08/27/2026

Interest rates may stay higher for longer, but that doesn't mean investors should put their plans on hold.

Today's environment may offer opportunities to earn income, put excess cash to work and strengthen portfolio diversification. Rather than waiting for rates to fall, now may be a good time to review whether your investments are aligned with your long-term goals.

4 strategies to consider for your portfolio.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
08/26/2026

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

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

As more high-profile private companies move closer to the public markets, many investors are asking the same question: S...
08/25/2026

As more high-profile private companies move closer to the public markets, many investors are asking the same question: Should these opportunities play a role in my portfolio?

Before getting caught up in the headlines, it's important to understand the risks, opportunities and ways to gain exposure. Let’s connect if you’d like to discuss!

Learn how mega IPOs could affect your portfolio and explore ways to gain exposure.

08/24/2026
It’s hard to believe that a year ago, we began renovations on our building!After months of work, our renovations were co...
08/21/2026

It’s hard to believe that a year ago, we began renovations on our building!

After months of work, our renovations were completed in November, and we couldn’t be happier with the finished space. From the beginning stages of demolition to the final touches, it has been quite a transformation!

A huge thank you to Julie Rawson, who truly brought the vision for this space to life. From overseeing the entire project to designing and decorating every detail, so much of what makes this space special is because of her vision and hard work.

We’re so thankful for everyone else who helped bring this vision to life and even more thankful to now have a space we’re proud to call our office.

A little overdue, but we thought it was finally time to share a look at our office remodel. Take a look at where we started and where we are today! 💙

One of the most important parts of our role is helping clients stay focused amid changing market and economic conditions...
08/21/2026

One of the most important parts of our role is helping clients stay focused amid changing market and economic conditions. This article takes a closer look at the latest tariff developments and provides useful context on what they may mean for the economy, markets and long-term investors.

Why today’s tariffs may have more staying power.

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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