OakHeart Financial Group - Ameriprise Financial Services, LLC

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  name: "OakHeart Financial Group - Ameriprise Financial Services, LLC",
  description: "OakHeart Financial Group, an Ameriprise Financial Services practice, has served the Charlottesville area for 34 years with comprehensive financial advisory services including retirement planning, investment management, and tax strategy. The team helps clients navigate life transitions and build confidence in their financial decisions through personalized guidance on retirement readiness, portfolio management, and healthcare planning in retirement. Named to Forbes' Best-in-State Wealth Management Teams for 2026, they combine deep local relationships with access to Ameriprise's institutional resources.",
  url: "https://www.ameripriseadvisors.com/team/oakheart-financial-group/?cid=IP_local_google",
  telephone: "+1-434-220-4671",
  address: {
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    streetAddress: "941 Glenwood Station Ln STE 203",
    addressLocality: "Charlottesville",
    addressRegion: "VA",
    postalCode: "22901",
    addressCountry: "US"
  },
  geo: {
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    latitude: 38.075937499999995,
    longitude: -78.4689166
  },
  aggregateRating: {
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    ratingValue: "5",
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  },
  areaServed: "Charlottesville, VA and surrounding areas",
  knowsAbout: "Financial Advisors, Pre-retirees and retirees, individuals navigating life transitions, clients seeking tax-efficient wealth management strategies",
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      value: "Forbes Recognized Wealth Management"
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      value: "Holistic Financial Planning"
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  publisher: {
    @type: "Organization",
    name: "Lantern",
    url: "https://lantern.llc",
    contactPoint: {
      @type: "ContactPoint",
      url: "https://lantern.llc/contact?from=ai-data",
      contactType: "AI inquiries"
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