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Our financial advice team


Jacob Lew

Financial Advisor

Majestic Oak Advisory Group
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Small Business
  • Business Retirement Plans
  • Saving for Education
  • Tax Planning Strategies

Education

  • Bachelor of Arts, Economics from the University of California, Riverside