Oak Crest Wealth Management - North Little Rock, Arkansas

Oak Crest Wealth Management is a financial planning firm located at Address: 705 Main St, North Little Rock, AR 72114, United States. They can be reached at Phone: 5012449089. You can also visit their website at Website: oakcrestwm.com to learn more about their services.

One of the key specialties of Oak Crest Wealth Management is that of a Financial planner. They provide expert guidance to help individuals and families make informed decisions about their financial future. Whether you're looking to save for retirement, invest in the stock market, or plan for your estate, Oak Crest Wealth Management can help you achieve your financial goals.

There are several other points of interest to note about Oak Crest Wealth Management. They offer Online appointments for those who prefer to meet virtually, as well as On-site services for those who prefer in-person meetings. The location is Wheelchair-accessible, with a car park, entrance, seating, and toilet that can accommodate individuals with mobility challenges. They also offer Gender-neutral toilets, which is an important consideration for many people today.

In addition, Oak Crest Wealth Management is a LGBTQ+ friendly and Transgender safe space. This means that they are committed to creating an inclusive and welcoming environment for all individuals, regardless of their sexual orientation or gender identity. They require an appointment, but recommend making one ahead of time to ensure that you receive the attention and service that you deserve.

According to Google My Business, Oak Crest Wealth Management has received 26 reviews with an average opinion of 4.8/5. This is a testament to the high level of service and expertise that they provide to their clients.

Reviews of Oak Crest Wealth Management

K R

5/5

We have worked with Clark for approximately 7 years regarding our financial planning. He has gone above and beyond our expectations. Him and Alex cover all the details and are readily available to answer questions or provide guidance.

Mona Rae Briggs

5/5

I can rest easy knowing Clark is always looking out for my best interests. I appreciate his professionalism, his trustworthiness and desire to please his clients.

Margaret Taylor

5/5

We have been using Oakcrest Management for over a year. I like the informative meetings. There were so many things we didn't understand, but Clark Johnson was very patient and walked us step by step. We have been very pleased with the service. Everyone is helpful and courteous.

Steve Singleton

5/5

Clark puts a lot of care in taking care of my portfolio. I have been with him for several years and have no complaints on his service. I highly recommend Oak Crest Wealth Management!

Derek Wells

1/5

I came into this establishment today to look for a new advisor for my business. The owner of this organization then was very rude and didn’t even listen to what I saying. Guess that’s how he gets new clients. I would not recommend this place to any owners looking for a new Financial advisor. The only up side was this nice woman up front.
Edit: I wasn’t trying to sell you ANYTHING I was telling you what I did for a living I said I’m a business owner and do credit card processing, solar and other services. You assumed I was selling you something instead of listening to me. Why do you think I was wanting your business card. I stopped to look for advisor but when you heard my business is in sells you assumed I was trying to sell you something. I was fully aware of how regulations are in your type of business and why would you need solar panels on a store front. It don’t make sense. Don’t assume about your customers. I’m meeting 2 other advisors this week. Will not be using you.

Robert “The Old Rucker” Cossel

5/5

We’ve used Clark’s services for 10 years - he and Alex are consummate professionals! Financial future isn’t something anyone should take for granted - at 60 people are either dead or … make the right choice and invest today so when the inevitable time arrives you’ll be grateful you took the time to invest in your future. Clark, Alex - thanks for all you do!

Lezlie Young

5/5

Clark Johnson has been my Financial Advisor for many years. He has always listened to my needs and planned financial strategies accordingly. He stays up on market trends and offers advice based upon these trends. Lastly, he's accessible. I know that I could call him right now and he would pick up or call me right back. It's nice knowing you have a Financial Advisor that you can depend on!

Lauren Heasley

5/5

Have used Clark and team for years. They are great at providing top notch advice while taking the time to tailor their services based on your preferences and what will work best for you. Highly recommended!