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One Oak Wealth Management

  949-333-0318   michelle.vu@lpl.com
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One Oak Wealth Management

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Resources

Useful Websites

FINANCIAL RESOURCES

  • About LPL Financial
  • About the CFP® Designation

TAXES:

  • Internal Revenue Service

Government Agencies:

  • Social Security Administration

News:

  • The Wall Street Journal
  • New York Times

Calculators

  • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Loan Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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Contact info

  •   20 Pacifica, Suite 230, Irvine, CA 92618
  •   949-333-0318
  •   michelle.vu@lpl.com

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Ross Snyer is a registered representative with and securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, CT, FL, ID, IN, KS, MA, MI, MO, NC, NJ, NM, NV, NY, OK, OR, RI, SC, TX, UT, VA, WA, WV

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