Seven Oaks Advisory Group

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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.

Happy Boss’s Day to Stuart! We’re so grateful to have a leader who leads by example, is always willing to jump in and le...
10/16/2026

Happy Boss’s Day to Stuart! We’re so grateful to have a leader who leads by example, is always willing to jump in and lend a hand, and genuinely cares about the people he leads. Thank you for always listening, supporting us, and making sure we know we’re valued. We appreciate you more than you know! 💙

Yesterday, our ladies attended the Kosciusko Attala Partnership’s Women in Business Summit! 💗We enjoyed the opportunity ...
10/16/2026

Yesterday, our ladies attended the Kosciusko Attala Partnership’s Women in Business Summit! 💗

We enjoyed the opportunity to connect with other local businesswomen, hear insightful discussions on leadership and small business, and celebrate the women who help strengthen our business community. Thank you to KAP for hosting such a wonderful event!

As election season approaches, here are three reminders we often share with clients:​✓ Stay focused on long-term goals​✓...
10/15/2026

As election season approaches, here are three reminders we often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, we're happy to help!

10/14/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

A few of our team members attended the 5th annual Heart of Mississippi rodeo this past weekend! Seven Oaks is proud to b...
10/13/2026

A few of our team members attended the 5th annual Heart of Mississippi rodeo this past weekend! Seven Oaks is proud to be one of the sponsors of this event. 🐎

Did you attend? Drop your rodeo pics in the comments! 📸

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
10/12/2026

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

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

Wondering what this election year might mean for your investments? Historically, midterm election years have often broug...
10/09/2026

Wondering what this election year might mean for your investments? Historically, midterm election years have often brought increased market uncertainty as investors assess potential policy and economic impacts.​

While short-term swings can be uncomfortable, maintaining a long-term perspective remains important. ​

If you have questions about how current events fit into your financial strategy, let's connect.

+15.4%​Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​​While past pe...
10/07/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
10/05/2026

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

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

10/05/2026

Confidence comes from having a plan and a trusted partner by your side.

That's why we're proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years.

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

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