Certified by Seven Oaks Advisory Group - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
At Seven Oaks Advisory 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 Flowood, MS 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.
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Certified by Seven Oaks Advisory Group - Ameriprise Financial Services, LLC • Aug 16, 2026
Seven Oaks Advisory Group - Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Seven Oaks Advisory Group - Ameriprise Financial Services, LLC
What services does Seven Oaks Advisory Group offer?
Seven Oaks Advisory Group provides wealth preservation strategies, estate planning strategies, and retirement planning strategies as part of Ameriprise Financial Services, LLC.
Where is Seven Oaks Advisory Group located?
Seven Oaks Advisory Group is located at 10 Canebrake Blvd, Ste 110 Ofc 20, Flowood, MS 39232, USA.
What are the business hours for Seven Oaks Advisory Group?
The office is open Monday through Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 12:00 PM. It is closed on Saturdays and Sundays.
How can I contact Seven Oaks Advisory Group?
You can contact them by phone at +1 662-289-1013 or email wendy.s.thomas@ampf.com.
Does Seven Oaks Advisory Group offer online appointments or onsite services?
Yes, Seven Oaks Advisory Group offers both online appointments and onsite services.
Where can I find more information or book a consultation with Seven Oaks Advisory Group?
More information and contact options are available on their website at https://www.ameripriseadvisors.com/team/seven-oaks-advisory-group/contact.
What nearby healthcare facilities could be convenient to visit before or after a meeting at Seven Oaks Advisory Group?
Nearby healthcare facilities include Powerhouse Men's Clinic and Magnolia Reliant Healthcare Agency, which provide medical and nursing services in Flowood, MS.
Are there any nearby financial or insurance agencies near Seven Oaks Advisory Group?
Yes, nearby insurance agencies include Safeway Insurance Company, Valenzia Ford: Allstate Insurance, and Insured Advantage, as well as Travelers insurance office.
What local attractions or amenities are close to Seven Oaks Advisory Group?
The Refuge golf course and the Sheraton Flowood The Refuge Hotel & Conference Center are nearby, ideal for recreation or lodging before or after your visit.
What other local professional services are available near Seven Oaks Advisory Group?
Nearby professional services include The Hive A Branding Agency, IProgress counseling and mental health, Moore Law Firm, and McCarty Consulting LLC for event photography and consulting.
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Certified August 16, 2026Yext Knowledge Graph
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