Oxford Advisory Group
33 Market Point Drive, Greenville, SC 29607
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
33 Market Point Dr Suite 3017, Greenville, SC 29607, United States
About the Business
Oxford Advisory Group, located at 33 Market Point Drive in Greenville, South Carolina, is a finance institution that specializes in advising high net worth clients on tax efficient strategies, estate planning, and maximizing social security benefits. The institution has been recognized by various media outlets for their financial services, insights, and experience. They offer resources to help individuals and families achieve their ideal retirements and collaborate with AdventHealth Foundation Central Florida’s Professional Advisory Network to meet charitable needs. Oxford Advisory Group is registered with the U.S. Securities and Exchange Commission and provides investment advisory services. Their website offers general information and resources for informational purposes only, and individuals are encouraged to consult with their own tax or legal advisers before making any financial decisions. Oxford Advisory Group is a member of the Forbes Finance Council and takes pride in supporting the community's health and wellbeing through philanthropy.
Reviews
"Sam has been very helpful with our retirement planning. He is honest and always thinking about ways to grow our assests and keep our tax bill to a minimum. They are responsive to our needs and they stay informed to reduce the negative impacts to our portfolio. Many thanks to Sam and his team at Oxford!"
"Sam is very knowledgeable and has been helpful with my retirement planning. All my dealings with him and The Oxford Advisory team have exceeded my expectations. Professionals in every way who care about seeing their clients succeed."
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