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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 |
Trust, it's what most of us want at this point in our lives. My wife and I are at the transition point in our lives, work to retirement along with saver to spender. Brandon was just the person we were looking for to guide us on the rest of our journey. He is genuine, kind and truly a special person. He listens and instills a deep sense of integrity and trust. Highly recommend Brandon and The Clark Group. Matthew and Tracee
I've been with big firms before but the analytics and follow up at the Clark Group is excellent by comparison. Common sense analytics and policy based planning keeps the client involved and informed.
Brandon- Congratulations on your new baby girl! She is adorable and I can see your happiness coming through the picture. Now that you are a Dad, I’m sure you know first hand how important it is to take care of our family members. Working with you has been one of the most reassuring decisions our family has made. Your professionalism and deep expertise speak for themselves — but what truly sets you apart is the genuine care you bring to every conversation. You don’t just build financial plans; you build confidence, clarity, a... read more
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
Frequently asked questions about Oc Asset Management
How is Oc Asset Management rated?
Oc Asset Management has a 5 star rating with 21 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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