Okay, here’s a detailed description of Oak Asset Management, formatted as requested, aiming for a formal and helpful tone:

Oak Asset Management: A Comprehensive Overview

For individuals and families seeking expert guidance in navigating the complexities of financial planning and wealth management, Oak Asset Management presents a compelling option. Located in Westlake Village, California, this firm offers a focused approach to helping clients achieve their long-term financial goals. Let’s delve into a more detailed look at what Oak Asset Management has to offer.

Location and Contact Information:

Oak Asset Management is situated at 2535 Townsgate Rd #300, Westlake Village, CA 91361. Clients can readily reach them via telephone at 805-778-0818. Their official website, oakasset.com, serves as a central hub for information about their services, team, and investment strategies.

Specialties and Services:

The firm specializes as both a financial consultant and a financial planner. This dual role allows them to provide a holistic service, encompassing everything from individual retirement planning and estate planning to investment portfolio construction and ongoing management. They focus on tailoring strategies to meet the unique needs and circumstances of each client.

Key Features & Accessibility:

Client-Centric Approach: Oak Asset Management prioritizes building strong, trusting relationships with their clients.
Personalized Plans: They develop customized financial plans designed to align with individual goals and risk tolerance.
Accessibility: The office is designed with accessibility in mind, featuring a wheelchair-accessible entrance, parking lot, and restroom. This commitment to inclusivity ensures that all clients can comfortably engage with the firm.

Restroom Facilities: Available for client convenience.
* Appointments Recommended: While walk-ins may be considered, scheduling an appointment is highly recommended to ensure dedicated attention.

Current Feedback & Reputation:

Currently, Oak Asset Management has a limited presence on online review platforms, with zero reviews on Google My Business. Consequently, the average opinion is 0/5. This suggests the firm is relatively new to actively soliciting and managing online feedback, or perhaps is in the early stages of building its reputation.

Recommended Actions & Conclusion:

Given the firm's core competencies in financial consulting and planning, and their dedication to client accessibility, Oak Asset Management warrants consideration for those seeking professional financial guidance. Despite the lack of current online reviews, their commitment to personalized service and accessibility makes them a promising prospect.

We strongly encourage potential clients to visit their website – oakasset.com – to explore their services in greater detail and, ultimately, to schedule an initial consultation. Contacting them directly at 805-778-0818 is the best way to begin a conversation about your financial aspirations.