This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Oakmont Capital Management LLC
- Investment Service
- Plum, PA
About this business
Formed in 2002, Oakmont Capital Management LLC is an investment advisory firm. Based in Oakmont, Pa., the company offers a complete range of investment products and services. It provides solutions, such as customized investment strategies, asset allocation analysis, modeling, and retirement plan design and management. The company also offers a host of other services that include portfolio hedging, return pattern management and consolidated performance reporting. Additionally, Oakmont Capital Management LLC provides facilitie... read more
Location details
655 Allegheny Ave, Plum, PA, 15139, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Oakmont Capital is the best. Working with Jon and Gina have been extremely easy. They are very flexible and knowledgeable. They always have time to answer my questions and investing with them has been a great decision. I would highly recommend them.
Very poor customer service, EXTREMELY unresponsive, left 4 voicemails for Glenn, one of the agents at the Oakmont location whom I was directed to get more info on their investment programs without ever receiving a callback. If this is a snapshot of how you handle clients, best of luck moving forward... Highly recommend taking your financial planning and investment management elsewhere, I had much better receptivity from Stonewood and Main Street in downtown Pittsburgh, highly recommend either of those over Oakmont.
Frequently asked questions about Oakmont Capital Management LLC
How is Oakmont Capital Management LLC rated?
Oakmont Capital Management LLC has a 3.3 star rating with 3 reviews.
When is Oakmont Capital Management LLC open?
Oakmont Capital Management LLC is open now. It will close at 5:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com