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Majestic Oak Financial Investment Service

Every woman should be financially aware, self-sufficient and secure. As daughters, wives, mothers, managers of households and careers, life is already complicated enough. The financial systems in which we work, save and spend have been constructed in an overly complicated way and as a result, it does not support the way women process information and make decisions. Women have to make smart financial decisions right from the start. We have less time for mistakes, impulsive behavior and hang-wringing indecision. My mission at Majestic Oak Financial is to use education and financial planning to help women find security, confidence and balance in their day-to-day financial lives and create finance self-sufficiency and independence for the future. We can understand, function and thrive in the financial world. I help women through fee-only independent financial planning. By listening and asking questions, I providing personalized, objective, and comprehensive, financial planning and investment management services.

Website: majesticoakfinancial.com

Phone: (512) 291-3546

Cross Streets: Near the intersection of Pasada Ln and Aria Cv

4411 Pasada Ln Round Rock, TX 78681 ·1164.87 mi

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Reviews

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5.0 1 reviews
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Jason R. 12/31/19

My family has worked with Anna the past year to help get our finances in order and get us on a good path to proper budgeting for today and saving and investing for tomorrow. Between kids,...

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