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Oc Asset Management
- Financial Services
- Dana Point, CA
About this business
Location details
24941 Dana Point Harbor Dr Suite C210, Dana Point, CA, 92629, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Before I retired as an aerospace engineer I did a diligent search for a reliable trustworthy financial group with a proven track record. The Clark Group Asset Management team is who I chose. One of the best decisions I've ever made. The Clark Group were the only financial management group who explained their methodology clearly without talking down to me and my wife. They offered tailored investment strategies that were compatible with our risk tolerance while providing a good return on investment. In short you cannot find a... read more
High marks for being responsive to my needs with caring professionalism. It’s both a comfort and pleasure to deal with highly knowledgeable advisors who are proactive in managing my funds in investments that coincide with my risk assessment.
My corporation has employed the Clark Group for many years to manage its corporate retirement accounts. I have been extremely pleased with the attention to detail and the market information that the Clark Group has provided. Asset protection has been our number 1 goal as well as a great return on investment. The Clark Group has done it all!
What is better than speaking to your fav finance advisor...? Hearing the great results directly from him!!! Brandon @ The Clark Group Asset Management manages to put on a smile (from ear2ear), while delivering top results! A true professional.
Frequently asked questions about Oc Asset Management
How is Oc Asset Management rated?
Oc Asset Management has a 5 star rating with 16 reviews.
When is Oc Asset Management open?
Oc Asset Management is closed now. It will open on Monday at 9:00 a.m.
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