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.