Aptos, CA

State

California

Subsidiary

Address

304 Palmer, Aptos, CA 95003

Contact

Jane C. Kelley

jkelley@osaicwealth.com

831-425-4455

If you're in the Aptos area, reach out to us to schedule a consultation. Our services include investment and tax planning, retirement planning, and life event planning. Let's see how we can collaborate and create a plan to meet your current needs, future goals, and everything in between.