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Did not become a client

My husband and I met with John Pak after I had an initial quick phone call with him. I thought it was fair to let him know before an in-person meeting that I track our investments for our family, like to self-manage (rather than pay advisory %), and we're looking for by the hour consulting (which Otium offers on their website). He went into the ways I probably do not understand what I am doing, which is fine and why I am looking for a readiness for retirement analysis and game plan going forward. Once we were on the meeting together with my husband he interrupted me quite a bit and seemed to direct the info he was giving at my husband alone. When I spoke he became defensive, interrupted and used my name in a scolding tone. Very weird since I work with financial professionals and high net worth people in my career and do not see this. Questions are usually not an issue to professionals. I am in a "people business" - as a way of letting you know I am not aggressive in my interactions. I really was there to learn but he spent too much of the initial consultation meeting focused on putting me in my place.

I recently used a financial advisory service from ...

I recently used a financial advisory service from this company and I must say they did a great job. They provided valuable insights and recommendations that helped me make better financial decisions. I appreciate their expertise and would definitely use their services again in the future.

The financial advisory services I received from th...

The financial advisory services I received from this company were exceptional. The team was highly professional and provided me with valuable insights that helped me achieve my financial goals. I am extremely satisfied with their services and would highly recommend them.

I had a great experience with Otium advisory group...

I had a great experience with Otium advisory group. They provided me with exceptional financial advice and helped me make informed decisions. Their team is highly knowledgeable and professional. I would highly recommend their services to anyone looking for financial guidance.

I had a positive experience with the advisory serv...

I had a positive experience with the advisory services provided by this company. The team at Otium advisory group is very professional and knowledgeable. They helped me make informed financial decisions and provided valuable insights. I would definitely recommend their services to others.

The Otium advisory group provides excellent financ...

The Otium advisory group provides excellent financial advice and services. They have a team of highly experienced professionals who are knowledgeable and reliable. They helped me plan my investments and made sure I understood the risks involved. I am very satisfied with their services and would highly recommend them to anyone looking for financial guidance.

I am very impressed with the financial advisory se...

I am very impressed with the financial advisory services provided by Otium advisory group. They have a team of experts who are knowledgeable and efficient. They helped me plan my investments and provided valuable advice to optimize my portfolio. I would highly recommend them to anyone in need of financial guidance.

💯I am extremely satisfied with the financial advis...

💯I am extremely satisfied with the financial advisory services provided by Otium advisory group. Their team of professionals is highly skilled and provided me with tailored solutions to meet my financial goals. I would definitely recommend their services.💯

I recently used the financial advisory services of...

I recently used the financial advisory services of Otium advisory group, and I must say it was a great decision. They provided me with valuable insights and helped me optimize my investments. I am very satisfied with their services and would recommend them to others.

👍The Otium advisory group is a reliable company th...

👍The Otium advisory group is a reliable company that offers top-notch financial advice and services. Their team is highly professional and knowledgeable. They helped me navigate through complex financial decisions and provided me with tailored solutions. I am very happy with their services and would recommend them to anyone seeking financial guidance.👍

Otium advisory group

Otium advisory group

3.7