Oxford Advisory Group
111 North Orange Avenue, Orlando, FL 32801
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Oxford Advisory Group, located at 111 North Orange Avenue in Orlando, Florida, is a finance institution that provides high net worth clients with advice on wealth planning and management. Specializing in tax efficient strategies, estate planning, and maximizing social security benefits, Oxford Advisory Group is dedicated to helping individuals and families achieve their ideal retirements. The institution has been recognized by various media outlets for its financial services, insights, and experience.
As part of AdventHealth Foundation Central Florida’s Professional Advisory Network, Oxford Advisory Group collaborates with AdventHealth to ensure charitable needs are met, supporting the community’s health and wellbeing through philanthropy. The institution's website offers general information on investment advisory services, but does not provide personalized advice. Individuals are encouraged to consult with their own tax or legal advisers before making any financial decisions.
Oxford Advisory Group is a federally registered investment adviser under the Investment Advisers Act of 1940, and is a member of the Forbes Finance Council. Membership on the Council does not imply a certain level of skill, expertise, or education. For more information about Oxford Advisory Group, visit their website or search for their firm name on the SEC site.
Reviews
"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."
"Luke has helped us get our retirement and Social Security planning on track. So thankful!!!"
"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."
"Comfortable setting, great reception area and kind associates. The advisor, Luke, was knowledgeable and answered all questions well."
"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."
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