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Oak Crest Wealth Management

705 Main St, North Little Rock, AR 72114

A+ Grade

What People love about this company

Daniel Eaton

Review

…extraordinary, efficient, professional & dedicated service & attention! Meeting all expectation, exceeding, all expectations. Clark Johnson is an extraordinary asset to your corporation!

Marilyn Sammons

Review

I have gone through a scamming disaster and I could not have gotten thru it without Oak Crest Wealth Management! They helped me sent up an everything plus a Living Trust! They always go beyond expectations.

Erin Palmer

Review

All the accolades and praise for Oak Crest Weath Management Services!!…..Clark and his team are a wealth of knowledge in the financial business industry. Personable and relatable, Clark’s a good guy to have in your corner. You can rest assured your money and future is secure and safe with Oak Crest. You won’t be sorry!

Austin King

Review

Clark has always offered excellent advise for our family and our financial plans for our future. He takes a very personal approach to setting goals specific to your needs and their office is always quick to respond to any questions.

Mona Rae Briggs

Review

I can rest easy knowing Clark is always looking out for my best interests. I appreciate his professionalism, his trustworthiness and desire to please his clients.

About Oak Crest Wealth Management

It's difficult for me to believe I can act in a client's best interest as a fiduciary when my hands are tied to certain products and services. That's why I began my transition to leave Edward Jones in 2022 and start my own practice. I believe you should have choices when maki I've been giving financial advice now for 17 years. I started in the 2008 financial crisis by going door-to-door handing out my business card to strangers for five years. Today, I care for hundreds of families managing assets across a wide range of investments. I'm supported by Alexandria "Alex" Wood and Megan Davidson who share my same vision of helping people pursue their financial goals. Together we're affiliated with the largest independent brokerage firm in the i

About Oak Crest Wealth Management

It's difficult for me to believe I can act in a client's best interest as a fiduciary when my hands are tied to certain products and services. That's why I began my transition to leave Edward Jones in 2022 and start my own practice. I believe you should have choices when maki I've been giving fin...

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Reviews

(19) Reviews for this company

1 Stars

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5 Stars

100%

(19)

Avg Rating:

Quality of Service:

5

Response time:

5

Behavior:

5

M

Marilyn Sammons

I have gone through a scamming disaster and I could not have gotten thru it without Oak Crest Wealth Management! They helped me sent up an everything plus a Living Trust! They always go beyond expectations.


D

Daniel Eaton

…extraordinary, efficient, professional & dedicated service & attention! Meeting all expectation, exceeding, all expectations. Clark Johnson is an extraordinary asset to your corporation!


E

Elliott Plays

Clark is a true professional! His years of knowledge & experience really show and he is fantastic at explaining everything to his clients!


S

Shannon Dupree

Clark and Alex have been phenomenal in preparing us for retirement. Knowledgeable, kind, and providing great results with our investments, we couldn’t ask for more.


M

Mona Rae Briggs

I can rest easy knowing Clark is always looking out for my best interests. I appreciate his professionalism, his trustworthiness and desire to please his clients.


A

Austin King

Clark has always offered excellent advise for our family and our financial plans for our future. He takes a very personal approach to setting goals specific to your needs and their office is always quick to respond to any questions.


E

Erin Palmer

All the accolades and praise for Oak Crest Weath Management Services!!…..Clark and his team are a wealth of knowledge in the financial business industry. Personable and relatable, Clark’s a good guy to have in your corner. You can rest assured your money and future is secure and safe with Oak Crest. You won’t be sorry!


L

Lauren Heasley

Have used Clark and team for years. They are great at providing top notch advice while taking the time to tailor their services based on your preferences and what will work best for you. Highly recommended!


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Greg Schwartz

Clark, Alex, and the Oakcrest team have taken great care of my family. Look no further when searching for a team to have your future’s best interest at heart.


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Lezlie Young

Clark Johnson has been my Financial Advisor for many years. He has always listened to my needs and planned financial strategies accordingly. He stays up on market trends and offers advice based upon these trends. Lastly, he's accessible. I know that I could call him right now and he would pick up or call me right back. It's nice knowing you have a Financial Advisor that you can depend on!


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Robert “The Old Rucker” Cossel

We’ve used Clark’s services for 10 years - he and Alex are consummate professionals! Financial future isn’t something anyone should take for granted - at 60 people are either dead or … make the right choice and invest today so when the inevitable time arrives you’ll be grateful you took the time to invest in your future. Clark, Alex - thanks for all you do!


K

Katherine Grant

Clark is so patient and takes the time to explain everything to you. I’ve had my investments with him for almost 14 years, and he’s always taken excellent care of us. Alex keeps us on top of all the forms we need to fill out, and the new space is beautiful.


S

Steve Singleton

Clark puts a lot of care in taking care of my portfolio. I have been with him for several years and have no complaints on his service. I highly recommend Oak Crest Wealth Management!


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K R

We have worked with Clark for approximately 7 years regarding our financial planning. He has gone above and beyond our expectations. Him and Alex cover all the details and are readily available to answer questions or provide guidance.


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Phillip Bridges

Clark is extremely knowledgable when it comes to investments and helping you reach your financial goals. He presents everything in a super clear and informative way. He is always available anytime I have a question. I also appreciate that he lets you be as involved as you want to be with your investment portfolio. The Argenta office is a super cool spot and the entire Oak Crest team makes me feel so welcome every time I am stop by the office. If you are someone who prefers to be actively involved with your investments or if you need the extra guidance call Clark!


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Margaret Taylor

We have been using Oakcrest Management for over a year. I like the informative meetings. There were so many things we didn't understand, but Clark Johnson was very patient and walked us step by step. We have been very pleased with the service. Everyone is helpful and courteous.


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Robert Fureigh

After a few years with two other financial planners, I switched to Clark Johnson in 2009.I was struck by his impressive financial planning expertise, amplified by his dedication and work ethic.In my annual portfolio account reviews, we tweak my investment and retirement goals. He then explains my options clearly, always helping me make smart, strategic decisions.His professionalism, insight, and commitment to doing what’s best for me has always stood out.Complementing Clark is his Director of Operations, Alexandria “Alex”Wood,. She immediately impresses with her pleasant southern hospitality, following through as consistently professional and detail-oriented.Together, Clark and Alex are a wonderful, highly capable team - knowledgeable, trustworthy professionals to guide you through financial decisions. You won’t find a better pair than Clark and Alex.


O

orlena Neargarten

Clark has done so much for us . He is just unbelievable He not only takes care of our money but us personally. He told us about the Homestead Act that saved us hundreds .If you’re looking for a financial advisor that cares for you and not himself, Clark is your man. Him and Alex are so wonderful to work with we just love them !


J

Jim Sacrey

I have been with Clark Johnson for the past 16 years and he has been spot-on with everything from investment advice to estate and retirement planning. Clark and Alex are wonderful people to work with and my wife and I couldn't be happier with their service at Oak Crest Wealth Management! If you're looking for a super-solid financial advisor who knows their stuff and actively manages your account to keep up with everything in the financial world, Clark and Alex are your peeps, just call them, you won't be disappointed!ServicesFinancial planning, Estate planning, Retirement savings consulting, Investment advising, Wealth management


Photos

Reviews

(19) Reviews for this company

1 Stars

0%

(0)

2 Stars

0%

(0)

3 Stars

0%

(0)

4 Stars

0%

(0)

5 Stars

100%

(19)

Avg Rating:

Quality of Service:

5

Response time:

5

Behavior:

5


D

Daniel Eaton

…extraordinary, efficient, professional & dedicated service & attention! Meeting all expectation, exceeding, all expectations. Clark Johnson is an extraordinary asset to your corporation!


M

Marilyn Sammons

I have gone through a scamming disaster and I could not have gotten thru it without Oak Crest Wealth Management! They helped me sent up an everything plus a Living Trust! They always go beyond expectations.


E

Erin Palmer

All the accolades and praise for Oak Crest Weath Management Services!!…..Clark and his team are a wealth of knowledge in the financial business industry. Personable and relatable, Clark’s a good guy to have in your corner. You can rest assured your money and future is secure and safe with Oak Crest. You won’t be sorry!


A

Austin King

Clark has always offered excellent advise for our family and our financial plans for our future. He takes a very personal approach to setting goals specific to your needs and their office is always quick to respond to any questions.


M

Mona Rae Briggs

I can rest easy knowing Clark is always looking out for my best interests. I appreciate his professionalism, his trustworthiness and desire to please his clients.


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