Majestic Oak Advisory Group

Majestic Oak Advisory Group Majestic Oak Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

**Areas of Focus**
--Retirement Planning Strategies
--Tax Planning Strategies
--Saving for Education
--Estate Planning Strategies
--Wealth Preservation Strategies
--Family Finances
--Charitable Giving

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity whi...
09/03/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Call our office today and schedule some time to chat.

09/02/2026

Your business equity touches everything— growth, taxes, and your personal future. We can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

Move in day with Grant at The University of Arizona. Kerry and I are officially empty nesters!
09/01/2026

Move in day with Grant at The University of Arizona. Kerry and I are officially empty nesters!

Happy Friday folks! Here's a little joke to kick start your weekend...Why did the robber jump in the shower?He wanted t...
08/28/2026

Happy Friday folks! Here's a little joke to kick start your weekend...

Why did the robber jump in the shower?
He wanted to make a clean getaway 🤣😁☺️

Have a great weekend everyone!

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way ma...
08/27/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

Here are some pictures from the Ameriprise National Conference. Got a little rain but also got to see Foreigner perform...
08/25/2026

Here are some pictures from the Ameriprise National Conference. Got a little rain but also got to see Foreigner perform! Had a great time!

Happy Friday folks! Here's to kicking off your weekend with a smile...What do you call a pig that does karate?A pork ch...
08/21/2026

Happy Friday folks! Here's to kicking off your weekend with a smile...

What do you call a pig that does karate?
A pork chop 😂😁🤣

Have a great weekend everyone and stay cool!

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Ma...
08/19/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

The advice Majestic Oak Advisory Group provides is backed by more than experience and commitment. It's backed by a firm ...
08/17/2026

The advice Majestic Oak Advisory Group provides is backed by more than experience and commitment. It's backed by a firm with the strength and resources to help support clients for the long term.​

That's one reason we are proud that Ameriprise Financial was named No. 302 on the 2026 Forbes Global 2000 list.​

While recognition like this is meaningful, what matters most to me is helping my clients work toward their goals with confidence through personalized advice and a long-term relationship. ​

Thank you to all of our clients for the trust you place in us every day.​

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

Happy Friday folks! Here's your weekend warm-up joke...Why does it take pirates a long time to learn the alphabet?Becau...
08/14/2026

Happy Friday folks! Here's your weekend warm-up joke...

Why does it take pirates a long time to learn the alphabet?
Because they spend years at C! 🤣😉😁

Have a wonderful weekend everyone ☺️

Address

27250 Via Industria
Temecula, CA
92590

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 1pm

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