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With a free consultation we’ll go over any questions you may have regarding Oak & Vine. These questions may pertain to our Process or Services, or you may want to know our initial thoughts on your financial portfolio.

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PASO ROBLES, CA

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Advisory services are offered through CS Planning Corp., an SEC registered investment advisor.

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*This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.