The Clark Group Asset Management
24941 Dana Point Harbor Drive, Dana Point, California, United States
About the The Clark Group Asset Management
The Clark Group Asset Management is a renowned finance institution located at 24941 Dana Point Harbor Drive in Dana Point, California, United States. With a strong reputation for providing expert financial services, they offer a wide range of investment solutions tailored to meet the individual needs of their clients. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for wealth management, retirement planning, or investment advice, The Clark Group Asset Management is committed to providing top-notch service and expert guidance.
Photos of The Clark Group Asset Management
24941 Dana Point Harbor Dr c210, Dana Point, CA 92629, United States
Opening hours of The Clark Group Asset Management
Monday:
07:00 - 16:00
Tuesday:
07:00 - 16:00
Wednesday:
07:00 - 16:00
Thursday:
07:00 - 16:00
Friday:
07:00 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of The Clark Group Asset Management
"The Ray Clark Group has eliminated any concern I might have for investing my financial resources in a way that delivers maximum return based on the level of risk I am willing to accept in the markets. As a result I spend little time researching and deciding how my investments should be made because I know I am in good hands with the Clark Group. After more than 30 years relying on the Clark Group to invest my finances on my behalf, I have no hesitation in recommending the Clark Group to others. Both of my adult children have invested their financial resources in the markets through the Clark Group as well."
"My wife and I met Brandon and the Clark Team over a year ago, and it was one of the best financial decisions we have ever made to work with them. Prior to this, we had reached a point in our investments where we felt that we were not able to fully realize the gains that were possible due to our full-time jobs and other competing priorities. As such, we were looking for a trusted advisor who could help take our financial situation to the next level. From the first meeting with Brandon, he was incredibly professional, polite, and respectful. Moreover, he was clearly very educated about financial planning, investments, taxation, and long-term planning. As we discussed our goals, I could see the wheels turning and he came back with a very well-thought-out series of questions to fully understand our situation and then was able to begin making a plan. What is great about Brandon is that he never expects us to take recommendations at face value, but instead takes the time to clearly educate us and explain different investments and considerations around each. Furthermore, Brandon has expanded our understanding of many aspects of financial planning including trust information, restricted stock options, taxes for our short-term rental, smart savings strategies for our future family, and so much more. I always look forward to my reports and catch-up calls with the Clark Team and feel grateful to have them close here in Dana Point. I highly recommend this team to anyone looking to make smart long-term financial plans with a team who will ensure you are set up to exceed your goals."
"I couldn’t recommend the Clark group enough. I would be completely lost when it came to my finances if it wasn’t for my financial advisor Brandon. They make you feel comfortable and confident and it’s one less worry in my book!"
"I have been with The Clark Group for 22 years. I highly recommend them! They go above and beyond to cover all aspects of your financial needs. I have the utmost trust and peace of mind knowing that I am in such good hands with my finances!"
"The Clark Group really makes you feel like a part of the family. They take care of you and truly listen to your needs to guide you in the path that best fits your individual situation. They bring something back to the financial industry that has been lost recently because of the progression of technology, personalized customer service. Can’t say enough good things about Brandon Clark and how he takes care of me as a client. Looking forward to the years I get to keep building the relationship with the Clark Group. Look no further if you are in search of the best asset management firm in the west coast."
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