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

Oram & Kaylor - Strategic Asset Management is a financial planning firm located at 306 Laurel Mountain Rd #104, Mammoth Lakes, CA 93546, United States. The company can be contacted by phone at 8884380688 or through their website at investmentsok.com. Their specialties include financial planning, and they offer wheelchair-accessible facilities such as parking, entrance, and toilets.

Established to provide comprehensive financial planning solutions, Oram & Kaylor - Strategic Asset Management has made a name for itself in the industry. With years of experience, the firm has developed a strong understanding of various financial markets and investment strategies.

The company's location at 306 Laurel Mountain Rd #104, Mammoth Lakes, CA 93546, United States, places it in a convenient spot for clients from the region. The firm's accessible facilities make it easier for clients with disabilities to access their services.

Oram & Kaylor - Strategic Asset Management offers a range of financial planning services. These services include investment management, retirement planning, and estate planning. They work closely with their clients to understand their specific financial goals and tailor their services accordingly.

The firm's specialties include financial planning, which is a crucial aspect of managing one's finances effectively. Financial planning involves creating a roadmap for achieving financial goals, whether short-term or long-term. It includes budgeting, saving, investing, and managing debts. Oram & Kaylor - Strategic Asset Management's expertise in this area can be highly beneficial for clients looking to secure their financial future.

Oram & Kaylor - Strategic Asset Management has received 1 review on Google My Business, with an average rating of 1 out of 5. While this is a low rating, it's essential to consider that individual experiences may vary. It's always a good idea to research and read multiple reviews before making a decision.

👍 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.