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Achieving Success by Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Locations

Orange County, CA
Phone: (949) 333-0318
Fax: (949) 266-0353

Seattle, WA
1200 Westlake Ave N, Suite 1000
Seattle, WA 98109
Phone: (206) 582-0500
Fax: (949) 266-0353

Contact Info

(949) 333-0318
info.oneoakwm@lpl.com

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Ross Snyer is a registered representative of and offers securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. One Oak Wealth Management is not registered as a broker-dealer or investment advisor.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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