Sierra Asset Management - Oakhurst, California

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Sierra Asset Management: A Trusted Financial Partner

For individuals and families seeking financial expertise and strategic guidance, Sierra Asset Management stands as a highly regarded firm. Located at 40312 Junction Dr, Oakhurst, CA 93644, and reachable at 877-658-5193, Sierra Asset Management offers a personalized approach to wealth management. Their website, sierraam.com, provides a comprehensive overview of their services and philosophy.

Specialties and Services

Sierra Asset Management primarily operates as a financial consultant and financial planner. They focus on building long-term relationships with clients, understanding their unique goals and circumstances. Their services typically encompass retirement planning, investment management, estate planning considerations, and overall financial strategy. They strive to create tailored solutions designed to secure a stable financial future. The firm emphasizes transparency and a commitment to acting in the client’s best interest – a principle that appears to be central to their approach.

Location and Accessibility

The Oakhurst, California location is easily accessible, featuring a wheelchair accessible entrance and wheelchair accessible parking lot. Furthermore, a wheelchair accessible restroom is available on-site, demonstrating a strong commitment to inclusivity. It's advisable to confirm appointment availability, as appointments are generally required and strongly recommended to ensure adequate time for a thorough consultation.

Client Feedback & Reputation

Sierra Asset Management boasts an impressive average online rating of 5/5 based on Google My Business reviews. This overwhelmingly positive feedback suggests a dedication to client satisfaction and a professional, trustworthy service. The consistent praise regarding their approach – described as “no smoke and mirrors” – implies a commitment to honest, straightforward advice, avoiding overly complex or potentially misleading strategies. The longevity of client relationships, with one individual citing a successful engagement spanning 13 years, further reinforces their perceived reliability and effective long-term planning capabilities.

Key Information & Recommendations

| Feature | Detail |
|--------------------|---------------------------|
| Contact | Phone: 877-658-5193 |
| Address | 40312 Junction Dr, Oakhurst, CA 93644 |
| Website | sierraam.com |
| Services | Financial Consulting, Financial Planning |
| Accessibility | Wheelchair Accessible |

Sierra Asset Management prioritizes a client-centric experience. They are dedicated to providing clear, concise guidance and proactively managing finances to achieve desired outcomes.

Concluding Recommendation

Based on its strong reputation, accessible facilities, and demonstrated commitment to client well-being, Sierra Asset Management appears to be an excellent choice for those seeking a dependable and knowledgeable financial advisor. We strongly recommend visiting their website at sierraam.com to schedule a consultation and discuss your individual financial needs. Let Sierra Asset Management assist you in building a secure and prosperous future.

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👍 Reviews of Sierra Asset Management

Russell A.

5/5

Very professional, no smoke and mirrors, best decision I've ever made and that was 13 yrs ago.