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Oram & Kaylor – Strategic Asset Management: A Comprehensive Overview

For individuals and families seeking expert financial planning and strategic asset management, Oram & Kaylor – Strategic Asset Management presents itself as a firm to consider. Located at 306 Laurel Mountain Rd #104, Mammoth Lakes, CA 93546, United States, this company offers services designed to help clients achieve their long-term financial goals. Contacting them directly is easy via their phone number: 888-438-0688. You can also find more detailed information on their website: investmentsok.com.

Key Features and Specialties:

Oram & Kaylor specializes in providing tailored financial planning solutions. They focus on helping clients navigate complex investment landscapes and develop robust strategies for wealth preservation and growth. Their approach is centered around understanding each client's unique circumstances, risk tolerance, and objectives. Specifically, they appear to concentrate on:

Asset Management: They assist in the strategic allocation and management of investment portfolios.
Financial Planning: Creating comprehensive plans encompassing retirement, education funding, estate planning, and more.
Personalized Advice: Offering customized guidance based on individual financial needs.

Wheelchair-Accessible Car Park: Providing convenient parking for individuals with mobility challenges.
Wheelchair-Accessible Entrance: Ensuring easy access to the building.
Wheelchair-Accessible Toilet: Offering a fully accessible restroom facility.
Toilet Facilities: Standard restroom access is available.

Address: 306 Laurel Mountain Rd #104, Mammoth Lakes, CA 93546, United States
Phone: 888-438-0688
Website: investmentsok.com

Recommendation:

While the current feedback is concerning, the firm’s specialization in financial planning and asset management, coupled with their commitment to accessibility, suggests potential value. However, given the limited reviews, we strongly recommend visiting their website at investmentsok.com to delve deeper into their services and read more recent feedback. We encourage prospective clients to schedule an appointment to discuss their financial needs directly with the firm and assess whether their approach aligns with their specific requirements. Don't hesitate to contact them today to explore how they can assist you in achieving your financial aspirations.

👍 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.