BD Oxford Financial
524 South Main Street, Templeton, California 93465
About the Business
BD Oxford Financial is a finance institution located at 524 South Main Street, Templeton, California, United States. Specializing in services such as Index Annuities, ROTH Conversion, Life Insurance, Charitable & Estate Planning, and Simplified Rollovers, BD Oxford is dedicated to helping clients optimize their retirement savings. With the BD Oxford ROTH Conversion Calculator, clients can take advantage of tax-free conversion opportunities before taxes rise in the near future.
Barry, with over thirty years of experience, is passionate about helping clients build and retain their wealth. As a fiduciary, he is committed to managing and protecting his clients' assets with a Safety-First Strategy. Barry believes in proper diversification, reasonable goals, and principal & income protection as key components of a sustainable financial future.
BD Oxford offers services such as Wealth Preservation, Estate Planning, Managed Accounts, Private Equities, and guaranteed principal & income strategies. Barry takes the time to educate clients and help them navigate retirement hurdles with ease. Whether it's Divorce the IRS in Retirement, Retirement Income Planning, or Navigating Your Retirement Glidepath, BD Oxford Financial is dedicated to helping clients achieve financial freedom and peace of mind.
Photos
Contacts
524 S Main St, Templeton, CA 93465, United States
Opening hours
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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