Planmember Services

Financial Telesis is a financial services firm based in Solvang, CA, specializing in wealth management and investment advisory services. With a focus on personalized financial planning, the company assists clients in achieving their long-term financial goals through strategic investment strategies. Generated from their business information

Oak Asset Management, located in Westlake Village, CA, provides a comprehensive range of investment advisory services, including portfolio management, retirement income analysis, and risk analysis. With additional offices in Flagstaff, AZ, and Las Vegas, NV, the firm focuses on customized strategies to meet the diverse needs of its clients at various stages of their financial journeys. Dedicated to client education and engagement, Oak Asset Management offers complimentary Get Acquainted meetings to assess how their services can best support potential clients. As a Registered Investment Adviser, the firm emphasizes the importance of proper licensing and provides an informative platform while acknowledging the inherent risks of investing. Generated from the website

Ameriprise Financial Advisors in Santa Barbara, CA, is dedicated to helping clients achieve their financial goals through personalized, one-on-one advice. With a network of over 10,000 advisors, they offer tailored recommendations, regular portfolio review meetings, and access to digital tools for effective financial management. The firm's professionals hold several recognized designations, including Accredited Asset Management Specialist (AAMS) and Accredited Investment Fiduciary (AIF), ensuring qualified guidance in investment strategies and wealth management. Their approach prioritizes understanding clients' individual needs to create a confident financial future. Generated from the website