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Oxford Advisory Group | Financial Advisors
1502 North Donnelly Street, Mount Dora, Florida, United States
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About the Oxford Advisory Group | Financial Advisors
Oxford Advisory Group is a finance institution located at 1502 North Donnelly Street, Mount Dora, Florida, United States. Specializing in advising high net worth clients on tax efficient strategies, estate planning, and maximizing social security, we pride ourselves on our financial services, insights, and experience. Our team is dedicated to helping individuals and families achieve their ideal retirements through personalized financial planning. As a member of AdventHealth Foundation Central Florida’s Professional Advisory Network, we also collaborate with AdventHealth to ensure your charitable needs are met. At Oxford Advisory Group, we believe in giving back to our community and supporting our community’s health and wellbeing through philanthropy. Our website offers general information and resources on investment advisory services, but should not be considered as specific investment advice. We are a federally registered investment adviser under the Investment Advisers Act of 1940, and our team is committed to providing you with the knowledge and foresight needed to navigate the complexities of wealth management. Contact us today to learn more about how we can help you preserve and grow your wealth.
Photos of Oxford Advisory Group | Financial Advisors
1502 N Donnelly St #110, Mt Dora, FL 32757, United States
Opening hours of Oxford Advisory Group | Financial Advisors
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 15:00
Saturday:
Day off
Sunday:
Day off
Reviews of Oxford Advisory Group | Financial Advisors
"We've been using Oxford as our primary wealth manager, and we're highly satisfied with the service and attention we receive. The staff are all first rate."
"Never recieved any follow up. I am disappointed."
"Helpful and knowledgable. Good options for financial management."
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