Financial Planners in Orlando

“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.“

““

“Scott was actually the third financial planner I talked with before deciding on him. The first planner didn’t seem interested in taking my modest investment amount in spite of knowing him for many years. Second planner, without telling me upfront, wanted me to purchase a long term health care policy from him that after looking at the numbers I decided against. After I declined, he told me that if I sold other investments and had more money for him he would take me on. Scott didn’t seem to mind my relatively small investment amount and has been honest and straightforward! Any question I’ve had related to finances and retirement, sometimes unrelated questions also, Scott has had an answer. You can tell Scott has a passion for investing and helping people work their way towards retirement and beyond. While I tend to be skeptical of people, Scott has gained my trust and respect over the years I’ve known him. Thanks Scott!“

“Security Financial Management has a wealth of knowledge and expertise in the industry. With their extensive team, they have provided the best financial advice tailored to myself and my family. I would highly recommend working with SFM!!“

“I enjoy the curated financial service experience that I receive from Tripletail Wealth Management. They listen to my needs and have put me on a track that I feel good about. It's easy to worry about money but Jason and the team take the worry away!“

“I have been with foundations for 4 years now. They have went to bat for me on shorted claims and they have also always tried to steer me in the smartest directions.“

“I have been working with Jay for about ten years and he's the only one that I'd trust managing my money. His courteous and prompt responses help me rest easy knowing I'm in good hands. His assistant, Shauna has excellent mannerisms and is very efficient in handling the paperwork. They are an awesome team! If you are looking for financial advice, I highly recommend Stokes Wealth!“