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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 |
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.
I have been associated with The Clark Group for over 10 years. As I was approaching retirement, I wanted to align myself with an asset management firm who not only had the knowledge and expertise to guide me through the maze of investment strategies, but also one wherein I wouldn't be considered just a "number." The Clark Group not only met, but continues to exceed all of my expectations. I needed an organization who would construct a strategic plan to maximize my return on investment. This they did. The team listened to all... read more
Frequently asked questions about Oc Asset Management
How is Oc Asset Management rated?
Oc Asset Management has a 5 star rating with 15 reviews.
When is Oc Asset Management open?
Oc Asset Management is open now. It will close at 6:00 p.m.
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