What are the opening hours?

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

Majestic Oak Advisory Group

Home
United States
Temecula, CA
Majestic Oak Advisory Group

Directions Website

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.

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/30/2026

Happy Friday! Here's a little Halloween humor to start your weekend off right...

Why didn't the skeleton go to the party?
Because he had nobody to go with! 🤣😁🙂

We hope that was good for a groan and maybe even a laugh!

Have a safe, fun, and festive Halloween weekend! 🎃👻

10/27/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect. Call our office today!

5 midterm market trends to watch — and what it means for your portfolio.

10/26/2026

Open enrollment is about more than choosing a healthcare plan.

Your selections can affect your benefits, out-of-pocket costs, cash flow and broader financial plan for the year ahead.

Before you enroll, use these seven questions to take a closer look at your options — and consider how your choices fit into your overall planning.

Take advantage of all the benefits offered by your employer with these open enrollment tips.

10/23/2026

It’s Friday! Time to close the laptop, silence the notifications, and pretend the laundry can wait until Monday. But before you head into the weekend, here's a little joke to start it off right....

Why did the skeleton go to the party alone....
He had no body to go with 😁🤣😎

Have a fantastic weekend, everyone!

10/21/2026

If something feels off, pause before you act.

Today’s scams can look surprisingly legitimate, making them harder to spot — and the financial impact can be significant.

Knowing the warning signs is one way to help protect your financial life and the plan you’ve worked hard to build.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

10/19/2026

Getting ready to enroll in Medicare?

Understanding your deadlines, coverage options and potential costs can help you approach the process with more confidence.

Review the key steps — and common mistakes to avoid — before you sign up.

If you would like to discuss further, reach out to our office and schedule some time to meet.

A step-by-step guide to enrollment.

10/09/2026

Wishing everyone a wonderful weekend filled with laughter, relaxation, and maybe a little less work!

Here's a joke to kick things off....

Why don't scientists trust atoms?
Because they make everything up 🤣😁😊

10/09/2026

Tax season tip 💡

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.

While filing:
✅ Gather receipts for qualifying medical visits, procedures, or treatments
✅ Review whether expenses exceed the applicable threshold for deduction

10/07/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

Address

27250 Via Industria
Temecula, CA
92590

Opening Hours

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

Website

https://www.ameripriseadvisors.com/team/majestic-oak-advisory-group/

Alerts

Be the first to know and let us send you an email when Majestic Oak Advisory Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.