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.

Across the country, millions of people are working hard to carefully budget and save. Yet, families are still feeling th...
09/08/2026

Across the country, millions of people are working hard to carefully budget and save. Yet, families are still feeling the pressures of the growing cost of food alongside other essentials like health care and housing. Ending hunger is a group effort. Join us and Feeding America in helping to ensure everyone has access to the food they need to thrive. Now through October 31, Ameriprise is matching donations to Feeding America up to $250,000. To learn more, visit www.feedingamerica.org/ameriprise.

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.Wishing...
09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

I hope everyone's first week of September was amazing and all the kids and grandkids had a great first few weeks of scho...
09/04/2026

I hope everyone's first week of September was amazing and all the kids and grandkids had a great first few weeks of school!

Here's a joke to kick start your first weekend in September....

What kind of school do surfers go to ....... ??
Boarding school 😁🤣😉

Have a great weekend!

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!

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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