Oram & Kaylor - Strategic Asset Management 306 Laurel Mountain Road, Mammoth Lakes, CA 93546
About the Business
Oram & Kaylor - Strategic Asset Management is a premier finance institution located at 306 Laurel Mountain Road in the beautiful town of Mammoth Lakes, California, United States. Specializing in strategic asset management, our expert team provides tailored financial solutions to help clients achieve their investment goals. With a focus on personalized service and a commitment to excellence, Oram & Kaylor is dedicated to helping clients navigate the complexities of the financial world and build a secure financial future. Contact us today to learn more about how we can help you reach your financial objectives.
Location & Phone number
306 Laurel Mountain Rd #104, Mammoth Lakes, CA 93546, United States
Reviews
"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."
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Asset Allocation
- Business Valuation
- Capital Structure Optimization
- Estate Management
- Family Office Services
- Financial Goals
- Financial Planning
- Generational Wealth Transfer
- Inheritance Planning
- Investment Solutions
- Investment Strategies
- Investor Relations
- M&A Advisory
- Personalized Finance
- Portfolio Diversification
- Private Equity Investment
- Retirement Planning
- Risk Management
- Strategic Asset Management
- Tax Efficient Investing
- Venture Capital
- Venture Funding
- Wealth Creation
- Wealth Management
- Wealth Preservation
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