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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 |
The Clark group has been very easy to work with. They have a philosophy that we should enjoy life and not just conserve our money. They’re also very focused on the best way to manage our funds as well as taxes and long-term concerns post retirement. I have worked with organizations who are all about the best way to save for retirement, but not what to do afterward. I have found that the Clark group is very responsive to inquiries and questions. They make me feel as though one part of their group almost like family. I have hi... read more
Working with Brandon Clark and The Clark Group has been one of the best financial decisions I’ve made. I first came to them a couple years ago after my husband I inherited funds and wanted guidance from a team that truly understood retirement planning and long-term wealth management. From day one, Brandon made it clear that I wasn’t just another account, but a client whose goals and future really mattered. They built a thoughtful strategy around my retirement timeline, tax considerations, and risk tolerance, and they’ve cont... read more
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.
Frequently asked questions about Oc Asset Management
How is Oc Asset Management rated?
Oc Asset Management has a 5 star rating with 18 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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