Merrill Lynch Wealth Management

Eureka Wealth Management, led by CERTIFIED FINANCIAL PLANNER practitioner Matthew D. Davis, specializes in financial planning and investment strategies tailored for business owners, families, and individuals. With 18 years of experience, the firm offers a range of services including retirement and estate planning, tax mitigation, and small business financial guidance. Additionally, Eureka Wealth Management provides personalized advice on cash flow management, insurance options, and investment strategies, utilizing partnerships with firms like Betterment for optimal asset allocation. The firm is dedicated to helping clients achieve their financial goals while offering ongoing support and semi-annual progress reviews. Generated from the website

OakHeart Financial Group is a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Palm Springs, CA. The firm specializes in providing personalized financial advice to help clients achieve their financial goals through a comprehensive range of advisory services. With a dedicated financial advisory team, OakHeart Financial Group emphasizes collaboration and the use of digital tools to enhance client engagement. They offer complimentary initial consultations to discuss financial needs and provide insights into financial planning concepts. Generated from the website

At OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Palm Springs, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.