Oxford Advisory Group | Financial Advisors - Clermont, Florida

Okay, here’s a comprehensive overview of Oxford Advisory Group, presented in a formal and approachable style, suitable for someone seeking financial guidance:

Oxford Advisory Group: A Trusted Financial Partner

Oxford Advisory Group is a dedicated financial advisory firm committed to providing comprehensive and personalized financial planning services to individuals and families. They operate with a philosophy centered around building long-term relationships and ensuring their clients achieve their financial goals with confidence. The firm prides itself on a client-centric approach, prioritizing understanding each client's unique circumstances, risk tolerance, and aspirations.

Location and Contact Information

Oxford Advisory Group is strategically located at 2250 State Rte 50 #2, Clermont, FL 34711, United States. For those wishing to connect, the firm’s phone number is 4074952004. You can also explore their full range of services and resources by visiting their website: oxfordadvisorygroup.com.

Specializations and Services

The firm’s core competencies include financial planning, investment services, and acting as a general financial advisor. They offer a holistic approach, encompassing retirement planning, estate planning considerations, investment management, and wealth preservation strategies. Their team utilizes a thorough understanding of market trends and financial instruments to develop tailored strategies designed to meet individual needs. It appears they emphasize a detailed and considered approach to investment recommendations, taking the time to clearly explain the rationale behind each suggestion.

Accessibility and Client Experience

Oxford Advisory Group is dedicated to providing a welcoming and accessible experience for all clients. They offer a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating a commitment to inclusivity. Furthermore, they have wheelchair-accessible toilet facilities available. Appointments are strongly recommended to ensure adequate time for discussion and planning. The firm clearly prioritizes client convenience and comfort.

Positive Client Feedback – A Strong Foundation

Based on publicly available information on Google My Business, Oxford Advisory Group consistently receives highly positive feedback. The average review rating is a remarkable 5/5, reflecting a high level of client satisfaction. Many clients highlight the team’s dedication to protecting and growing assets, emphasizing the importance of strategic advice and clear communication. It’s clear that the staff takes pride in their expertise and their commitment to their clients’ long-term financial well-being. The feedback also suggests a focus on education, with clients reporting a significant increase in their financial knowledge following consultations.

Recommended Action

For individuals seeking a reliable and knowledgeable financial advisor, Oxford Advisory Group presents a compelling option. Their dedication to client-centric service, combined with their expertise in financial planning and investment management, positions them as a valuable partner in achieving financial security. We strongly encourage potential clients to visit their website – oxfordadvisorygroup.com – to schedule an initial consultation and discover how Oxford Advisory Group can help them build a brighter financial future.

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👍 Reviews of Oxford Advisory Group | Financial Advisors

Carolyn C.

5/5

I feel as if Sam Dixon and the other staff members I have been working with are truly interested in protecting and growing my assets for my secure retirement. Sam takes the time to explain his approach to asset management and why he makes particular recommendations. I feel fortunate to have his expert advice.

Bridget M.

5/5

Good presentation. Learned a lot. Looking forward to next two sessions.

charlotte W.

5/5

I had a fantastic experience at Oxford Advisory Group’s seminar in Clermont. The speakers were incredibly knowledgeable and provided clear, practical financial advice that was easy to follow. The seminar was well-organized, informative, and truly valuable. I highly recommend it to anyone looking for expert financial guidance!

Heather O.

5/5

Learned so much at their seminar, great presentation.

Isaac G.

5/5

shelby H.

5/5

Samantha E.

5/5

Jennifer G.

5/5