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.

06/17/2026
Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
06/16/2026

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

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

06/16/2026

The markets rallied yesterday and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisi...
06/15/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
06/12/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

Changing jobs? A new role can affect more than just your salary.Benefits, retirement plans, and taxes often shift, too. ...
06/11/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

06/10/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/09/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
06/08/2026

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

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

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
06/04/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

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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