Reviews for Oxford Advisory Group

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Aug 2024
Oxford Advisory Group is a financial services firm that focuses on strategic retirement planning, including tax-free income and social security maximization. With over 20 years of combined experience, the firm prioritizes client care and concerns, aiming to make clients' lives better in retirement and protect their resources. The staff is known for being polite, professional, knowledgeable, and genuinely interested in each client. While some meetings may have minor hiccups, the firm's commitment to providing good advice and making clients feel comfortable and at ease is evident.

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From Oxford Advisory Group

With over 20 years of combined experience, Oxford Advisory Group focuses in strategic retirement planning, including but not limited to tax free income and social security maximization. *Oxford Wealth Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about Oxford can be found by visiting the SEC site and searching by our firm name. We are a financial services firm that utilizes insurance and investment products