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.
September 2023
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.
August 2023
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.
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.
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.
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.