Investment and financial advice in Oxford, OH
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Preferred Planning Associates - Oxford, OH
● ClosedPreferred Planning Associates in Oxford, OH is a trusted financial institution located at 31 Lynn Avenue. With a team of experienced professionals, they offer personalized financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Preferred Planning Associates can provide expert guidance and support. Their commitment to excellence and customer satisfaction sets them apart as a preferred choice for financial planning in the Oxford area.
31 Lynn Ave, Oxford, OH 45056, United States -
Oxford Financial Group, Ltd.
● ClosedOxford Financial Group, Ltd. is a finance institution located at 221 East 4th Street in Cincinnati, Ohio, United States. With over 43 years of experience, we specialize in providing multigenerational estate planning advice and innovative investment solutions to families and institutions. Our core belief is in working closely with our clients to help them achieve their financial goals. We offer a range of charitable giving vehicles, including Private Foundations, to assist clients in fulfilling their philanthropic aspirations. Oxford Financial Group, Ltd. is an independent registered investment advisor, providing financial planning services to individual clients. We are proud to have been included in the Financial Advisor’s RIA Survey & Ranking, based on our assets and services provided.
221 E 4th St, Cincinnati, OH 45202, United States -
Edward Jones - Financial Advisor: Phillip F Abshire, AAMS™
● ClosedEdward Jones - Financial Advisor: Phillip F Abshire, AAMS™ is a reputable finance institution located at 335 South College Avenue in Oxford, Ohio, United States. Specializing in providing personalized financial planning and investment services, Phillip F Abshire, AAMS™ offers expert advice to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of this experienced advisor.
335 S College Ave #102, Oxford, OH 45056, United States -
Shoker Investment Counsel, Inc.
● ClosedShoker Investment Counsel, Inc. is a reputable finance institution located at 3642 Kehr Road in Oxford, Ohio, United States. With a team of experienced professionals, they offer expert financial advice and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Shoker Investment Counsel, Inc. can provide personalized solutions to meet your needs. Trustworthy, reliable, and dedicated to client satisfaction, they are committed to helping you secure a stable financial future.
3642 Kehr Rd, Oxford, OH 45056, United States -
U.S. Bank ATM - Oxford
● OpenWelcome to the U.S. Bank ATM located at 1 Lynn Avenue, Oxford, Ohio 45056. Our ATM offers convenient access to your finances, allowing you to manage your money securely and efficiently. Whether you're withdrawing cash, checking your balance, or transferring funds, our user-friendly ATM ensures a seamless banking experience. Discover the benefits of U.S. Bank's financial services, including our Bank Smartly Checking® account, which provides a simple and secure way to handle your finances. Our convenient online checkout experience makes shopping easy and hassle-free. If you're considering borrowing, our experienced loan officers and bankers are ready to assist you with all your loan and mortgage questions.
1 Lynn Avenue, Oxford, Ohio 45056, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 5226 Westgate Drive in Oxford, Ohio, United States. With a strong presence in the financial services industry, Northwestern Mutual offers a wide range of insurance products and investment solutions to help individuals and businesses achieve their financial goals. The institution is known for its commitment to providing personalized and comprehensive financial planning services to its clients. With a team of experienced professionals, Northwestern Mutual strives to build long-lasting relationships with its customers by offering top-notch financial advice and support.
5226 Westgate Dr, Oxford, OH 45056, United States -
Buckingham Strategic Wealth
● ClosedBuckingham Strategic Wealth is a finance institution located at 8044 Montgomery Road in Cincinnati, Ohio, United States. The Cincinnati team at Buckingham Strategic Wealth is dedicated to helping clients achieve retirement success through a people-first approach to wealth planning. With decades of experience, the team uses an evidence-driven philosophy to guide clients through market fluctuations and planning decisions. Having served the Cincinnati area since 2003, the team of advisors at Buckingham Strategic Wealth, previously known as Oxford Financial Partners, joined forces in 2023 to provide long-term partnership and fiduciary financial advice to clients. By leveraging Buckingham's vast resources, the team ensures investment decisions are made with the client's best interests in mind, upholding the highest standard of care and offering clarity and confidence along the way.
8044 Montgomery Rd Suite 163, Cincinnati, OH 45236, United States
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