West Oak Financial Services

Oaktown Financial, located in Bala Cynwyd, PA, specializes in providing wealth management services and tax-focused strategies aimed at protecting clients' financial futures. With a focus on personalized planning, the firm integrates retirement wealth accumulation, distribution, and tax minimization strategies to ensure clients can maintain their lifestyle and legacy. Founded in 1965, Spivak Financial Group operates as an independently-owned boutique firm dedicated to understanding the unique financial needs of each client. Their experienced team emphasizes a cohesive approach to financial planning, allowing individuals and families to navigate the complexities of wealth management with confidence. Generated from the website

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The advisor listed is an Ameriprise financial advisor in Wilmington. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.As Ameriprise financial advisors, we want to get to know more than just your financial goals. We want to learn about your dreams for the future. We'll ask questions that other financial advisors won't. Why? Because your vision of the future is unique and we're committed to helping you achieve it. Let's get started developing a personalized financial plan that can give you the confidence to focus on what matters to you in life. Today and tomorrow.