OxenFree Financial - Orlando, Florida

Robert

My wife and I are both extremely satisfied and highly impressed with Nate Kallal from OxenFree Financial. His expertise and dedication have significantly improved our financial outlook over the past couple of years. With his expertise and personalized approach to wealth management, Nate has made a noticeable impact on our investments. We meet with him every 6 months and he is always been professional and a good listener. My wife and I highly recommend Nate from OxenFree Financial to be your wealth management advisor.

Andrew T.

I found Nate via Dave Ramsey's organization and took advantage of an initial free consultation and financial evaluation. Nate is very personable, respectful, knowledgeable, and professional. He kindly explained everything very well and offered a common sense, customized plan of action for my personal circumstances. He was very respectful, patient, and down to earth. Just a real professional. I would recommend Nate to anyone.

JVC

I contacted Nate as he was a recommendation from Dave Ramsey group. I made an appointment for an in person meet and so glad I did. Nate shared with me about his family and his career/job choices. I felt so comfortable and not rushed. Nate was very professional and knowledgeable. Answered any and all questions. OxenFree Financial would get 5 ⭐s if ✨s were available.

Teri M.

There was an old woman who did not live in a shoe but she had so many financial questions she didn't know what to do. Until a co-worker told her about Nate. He was such a pleasure to work with and helped me through a roll-over and setting up Roth IRA's for me and my husband. Nate is a consummate professional as well as friendly and knowledgeable. I highly recommend Nate to anyone seeking a financial advisor. We don't have much $$ but I feel Nate will help us keep what we have.

James S.

I have been working with Nate Kallal and Oxenfree financial for almost 3 years, and I couldn’t be more pleased with their services. Nate is not only highly knowledgeable and professional but also genuinely cares about his clients’ financial well-being. Nate has consistently provided sound advice and specific strategies that have significantly improved my family’s financial situation. I highly recommend him to anyone seeking a trustworthy and effective financial advisor.

Lacey M.

Our family has been absolutely blessed by working with Nate Kallal and OxenFree Financial. They provide high-quality customer service, are always available for questions or advice, and show care in the small details that make a big impact! We are so grateful for all of Nate’s help!

John C.

Several years ago, Nathan Took the time to hear our story and understand our financial goals for retirement. Since that time, he has kept us informed on our investment performance and has added a personal touch to all communication. We appreciate that, along with how he aligns with Dave Ramsey‘s financial planning. We recommend working with Nathan on your retirement plans.

Jonathan R.

I’ve been working with Nathan and Oxenfree for two years and I’ve never had a more personal experience with a financial advisor. He will explain the many aspects of your retirement plan on your first visit. I graduated with a business degree and I promise Nathan explains it in a way anyone can understand. I was doing it all myself before which was definitely leaving gains behind. It’s peaceful to know it’s all being managed to maximize my retirement returns and future tax implications.

He has helped with life insurance recommendations, a tax CPA and car insurance recommendations as well. Even though he isn’t doing these things himself, his network in the financial community benefits me in these areas. Really a full financial support system.

He is also helping my son. It’s important to get started when you’re young as we know. It’s often better when our kids hear things from other people and not their parents so I am grateful Nathan had that same initial consult with my son. I know it’s had an impact because he made the changes and opened the accounts Nathan recommended in about a weeks time. That’s when I knew it registered with my son. Thank you Nathan.

I met Nathan through a Dave Ramsey trusted advisor referral.