Oram & Kaylor - Strategic Asset Management - Mammoth Lakes, California

When considering Oram & Kaylor - Strategic Asset Management, located at 306 Laurel Mountain Rd #104, Mammoth Lakes, CA 93546, United States, potential clients should take note of several key aspects. With a phone number available at 8884380688 and a professional website found at investmentsok.com, this firm aims to provide financial planning services to individuals and businesses seeking strategic asset management solutions.

The business specializes in offering Financial Planning services, which suggests they are adept at helping clients manage their assets effectively over the long term. This is particularly useful for those looking for a long-term investment strategy or seeking advice on wealth preservation and growth.

For those visiting or planning to visit, Orom & Kaylor ensures accessibility with a wheelchair-accessible car park, entrance, and toilet. This indicates a commitment to inclusivity, making their services accessible to a broader audience.

However, it's worth noting that the company has only one review on Google My Business, which presents a challenge when assessing their overall reputation. The average opinion given is quite low at 1 out of 5, which raises concerns about client satisfaction. Potential clients should weigh this against the positive accessibility features and services offered.

Another point of interest is the recommendation to appointments are recommended. This could be a sign of the firm's approach to personalized service but might also suggest a more formal or potentially less flexible process for those seeking immediate advice or solutions.

Given the mixed feedback, it's crucial for prospective clients to reach out directly to Oram & Kaylor through their website or phone number to inquire about their specific needs and expectations. An initial consultation may provide a clearer picture of how their services align with individual goals.

👍 Reviews of Oram & Kaylor - Strategic Asset Management

Mara A.

1/5

Contacted him on someone’s else’s behalf due to a language barrier. When I would reach out to him through phone he never answered but I also never left messages. I would email and he was prompt. I mostly dealt with Darin.

Now I requested forms in a different language due to English not being the primary language. I received a simple “no we don’t”. Now I personally have a problem with this since it’s having to do with finance nor does this agency and the company that offers the savings plan has the forms in a different language.

Translating financial terms is not my expertise so obviously people on our behalf who were assisting were going to have problems with translating.

When I contacted him to receive clarification on a question, he said we were “inconveniencing” him because he explained this on a different day. His words. So I guess you can never have questions or you would be inconveniencing him every time. So what’s the point of bringing your service here? Unfortunately he’s the only option that offers this service through her employer.

I would've take my business elsewhere from the beginning however it wasn’t an option.