Oxford Advisory Group - Orlando, Florida

Address: 111 N Orange Ave #775, Orlando, FL 32801, United States.
Phone: 4074952004.
Website: oxfordadvisorygroup.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 107 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Oxford Advisory Group

☎️4074952004

⏰ Open Hours of Oxford Advisory Group

Monday: 8:30 AM–5 PM
Tuesday: 8:30 AM–5 PM
Wednesday: 8:30 AM–5 PM
Thursday: 8:30 AM–5 PM
Friday: 8:30 AM–3 PM
Saturday: Closed
Sunday: Closed

Oxford Advisory Group: Un proveedor de servicios financieros confiable en Orlando, FL

La Oxford Advisory Group se encuentra ubicada en 111 N Orange Ave #775, Orlando, FL 32801, Estados Unidos. Puedes contactarlos directamente al teléfono 407-495-2004 o visitar su sitio web en oxfordadvisorygroup.com para obtener más información.

Características y especialidades

La Oxford Advisory Group se especializa en servicios financieros, ofreciendo asesoramiento y consultoría financiera a sus clientes. Estos servicios se centran en brindar orientación y estrategias para lograr objetivos financieros y mejorar la gestión de la finanza personal.

| Servicio | Descripción |
| --- | --- |
| Financial Planner | Asesoramiento financiero personalizado para objetivos específicos |
| Financial Consultant | Consultoría financiera para empresas y organizaciones |

Ubicación y facilidades

La empresa se encuentra ubicada en una ubicación accesible, con:

Parking para vehículos con discapacidad
Acceso principal accesible para personas con discapacidad
* Baños accesibles para personas con discapacidad

Es importante mencionar que se requiere una cita previa para asistir a la consultoría, lo que sugiere una gran atención al cliente y un enfoque personalizado.

Opiniones y calificación

La Oxford Advisory Group tiene 107 opiniones en Google My Business, con una media de 5/5. Esto indica una gran satisfacción del cliente y confianza en la calidad de los servicios ofrecidos.

Recomendación

Si estás buscando un proveedor de servicios financieros confiable y profesional en Orlando, FL, la Oxford Advisory Group es una excelente opción. Con su enfoque personalizado y excelente reputación, no te pierdas la oportunidad de contactarlos a través de su sitio web y programar una cita para discutir tus objetivos financieros. No dudes en visitar su sitio web y descubre cómo pueden ayudarte a alcanzar tus objetivos financieros

👍 Reviews of Oxford Advisory Group

Oxford Advisory Group - Orlando, Florida

Linda S.

5/5

Perfect Advisory group to help with your financial planning. We first met with Chris in May of 2021, just after we listed our home for sale. Our house sold very quickly, and we needed advice on what to do with the proceeds. Oxford set us up with a great plan! Now, 3 years later we are moving to an even better plan. They are always monitoring your money and making suggestions in your best interest. We are much more than just satisfied with their service. Everyone in the office is kind, knowledgeable and ready to help. The receptionist is right on top of things and a pleasure to deal with. It's a true blessing that Oxford was suggested to us by the real estate agent that sold our house. We're looking forward to working with Chris and his staff for many more years. I strongly recommend them to anyone I know that is looking for help with their financial planning. Meet with Oxford one time and you too will be happy you did!

Blain M.

5/5

We have been Oxford Advisory Group clients for several years and have been extremely satisfied with our portfolio growth as well as advice for estate planning. All interactions with principals, advisors and support team have been pleasant and thorough. We highly recommend this group for wealth growth, estate planning and retirement income.

Thomas D.

5/5

We worked with Luke Mutchie on our trust.
The process was smooth, friendly and very informative. He opened our eyes on a bunch of things we were unaware of when it comes to an estate. Thank you Luke for all your help and time.

- Ted and Lauren

Kimoe

4/5

Polite & Professional; we were scheduled (and excited) to meet with a specific rep and were unexpectedly passed on to another. A tad disappointed in our meeting as we covered many of the same items from the seminar and they couldn't find the paperwork we filled out at the seminar. We came prepared with items requested and will return for a follow-up to see what the company has to offer. Optimistic the follow up will be more positive/productive and in-line with the reviews we've seen which was a one of the factors that attracted us.

JanetAble W.

5/5

When it comes to client care and concerns, The Oxford Advisory Group is the BEST. Their motto is serving families to make their lives better in retirement and protect their resources.
I am proud to know their staff has genuine interest in each client.

gabrielle B.

5/5

Great experience! We were greeted with a nice welcome by Hunter at the front desk before our meeting. We met with Shea, who was very knowledgeable, well rounded and got along with us very well. We didn’t know what we were going to do with our investments moving forward but after speaking with Shea and Oxford Advisory Group we are much more confident and know what steps we are going to take to insure a beautiful future.

Marilyn F.

5/5

The office is always very professional, the team member's are knowledgeable and well prepared with good advice. We feel comfortable and very friendly. Edwin Colon has the account with oxford.

Nancy D.

5/5

My husband and I met with Sam Dixon today for a follow up meeting and he was absolutely wonderful. He explained in great deal about how to plan and help revise our financial situation for our retirement. We recommend this financial agency for any of your needs, 100%. Looking forward to our next meeting with Sam. Thank you!