Business Details
About
Financial PlanningInvestment ServiceOptions Trading Firms
With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
goals. You can depend on our investment management experience to help you develop strategies and solutions for
pursuing financial security, no matter where you are in life.
Details
- Requires appointmentAvailable
Location
Hours
Frequently Asked Questions About Otta Wealth Management Group
What services does Otta Wealth Management Group provide?
Otta Wealth Management Group offers customized financial strategy advice and investment management services to help achieve your financial goals and security at any life stage.
Where is Otta Wealth Management Group located?
It is located at 5250 North Palm Avenue, Suite 111, Fresno, CA 93704, United States.
What are the business hours of Otta Wealth Management Group?
They are open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Is an appointment required to visit Otta Wealth Management Group?
Yes, appointments are required to receive financial planning and investment services.
What is the phone number to contact Otta Wealth Management Group?
You can reach them at +1 559-447-8201.
What is the website for Otta Wealth Management Group?
Their website is https://us.rbcwealthmanagement.com/ottawmg.
Can I visit Morgan Stanley offices near Otta Wealth Management Group for additional financial services?
Yes, several Morgan Stanley offices such as Glenn A Ota - Morgan Stanley, Lance Backowski - Morgan Stanley, and Morgan Stanley Smith Barney are nearby and provide complementary financial services.
Are there any nearby coffee shops I can visit before or after my appointment at Otta Wealth Management Group?
Yes, Humble Hustle Barista is a nearby coffee shop where you can enjoy coffee or smoothies around your visit.
What nearby professional services are available if I need legal or tax consultation when visiting Otta Wealth Management Group?
Nearby, you can find services like Eide Bailly for tax and accounting and law firms such as Kezirian Law, P.C. and Law Office of Julia Brungess for legal consultation.
How can I plan my visit to Otta Wealth Management Group considering local time and timezone?
Otta Wealth Management Group operates in the America/Los_Angeles timezone, so plan your visit during their business hours from 9:00 AM to 5:00 PM PST/PDT Monday through Friday.