Wealth.management in Oxford, Ohio

Oxford Risk, LLC is an insurance agency located at 83 North Miller Road in Fairlawn, Ohio, United States. Specializing in providing risk management solutions, they offer a wide range of insurance products to protect individuals and businesses from potential financial losses. With a team of experienced professionals, Oxford Risk, LLC is committed to providing personalized service and tailored insurance plans to meet the unique needs of their clients. Whether you are looking for coverage for your home, car, business, or other assets, Oxford Risk, LLC is dedicated to helping you find the right insurance solutions to give you peace of mind.

Preferred 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.

Buckingham 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.

Oxford 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.

Located at 8044 Montgomery Road in Cincinnati, Ohio, Patrick Walsh at Buckingham Strategic Wealth is a finance institution dedicated to helping clients achieve retirement success. With a team that has decades of experience in guiding clients towards their financial goals, they take a people-first approach to wealth planning. By utilizing an evidence-driven philosophy, they ensure that clients understand how to navigate the ups and downs of the market and financial decision-making. The Cincinnati team has been serving the area since 2003, previously known as Oxford Financial Partners before joining Buckingham Strategic Wealth in 2023. Clients appreciate the long-term partnership approach that the advisors take when working with them, as they act as fiduciary financial advisors who prioritize the client's best interests. By leveraging Buckingham's vast resources, they make investment decisions that align with their clients' goals and provide clarity and confidence every step of the way.

Welcome to F&M Bank - Oxford, your trusted partner in financial services located at 335 South College Avenue, Oxford, Ohio. As a cornerstone of the community, we are committed to providing exceptional banking and financial solutions tailored to meet the diverse needs of our clients. Whether you're looking to open a personal account, secure a loan, or plan for your financial future, our experienced team is here to guide you every step of the way. At F&M Bank - Oxford, we pride ourselves on delivering personalized service with a focus on building long-lasting relationships. Visit us today and experience the difference of a local bank that truly cares about your financial well-being.

Research Computing Support at Miami University, located at 701 East High Street in Oxford, Ohio, is a university institution dedicated to addressing today's challenges with deep knowledge, bold ideas, and a commitment to building a brighter tomorrow. Our focus on data science is paving the way for the future, and we celebrate entrepreneurs through our RedHawk50 Awards. Our programs offer a wealth of career opportunities and our campus provides an ideal learning environment. Our student body is tirelessly active, endlessly curious, and always open to new ideas. Join our community and don't miss a single moment of the exciting opportunities at Miami University.

Michael A Rudolph, Financial Services Professional at New York Life, is a trusted and experienced finance and insurance agency located at 5995 Fairfield Road in Oxford, Ohio. With a commitment to providing personalized and comprehensive financial solutions, Michael A Rudolph helps clients navigate the complexities of financial planning, retirement, and insurance. Whether you are looking to secure your future, protect your loved ones, or grow your wealth, Michael A Rudolph is dedicated to helping you achieve your financial goals. With a focus on integrity, professionalism, and exceptional customer service, Michael A Rudolph, Financial Services Professional at New York Life, is your go-to partner for all your financial needs.

Antonius Tax and Consulting, LLC is a reputable accounting and finance institution located at 5995 Fairfield Road in Oxford, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial consulting, and accounting solutions. Whether you are an individual or a business owner, Antonius Tax and Consulting, LLC is dedicated to providing personalized and quality services to help you achieve your financial goals.

LPL Financial is a reputable finance institution located at 5995 Fairfield Road in Oxford, Ohio, United States. With a strong track record of providing comprehensive financial services, LPL Financial offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized guidance and strategic planning to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, LPL Financial is committed to helping you make informed decisions and build a solid financial foundation.

Pathway Financial Planning is a trusted finance institution located at 33 West Walnut Street in Oxford, Ohio, United States. Our team of experienced financial planners is dedicated to helping individuals and families navigate their financial journey with confidence and clarity. We offer personalized financial planning services tailored to meet the unique needs and goals of each client. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, Pathway Financial Planning is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Edward 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.

Shoker 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.

The Bank of America Financial Center in Oxford, Ohio is a trusted institution that provides a wide range of banking and financial services to individuals and businesses. Conveniently located at 32 East High Street, this branch offers personalized assistance with everything from checking and savings accounts to loans and investments. With a team of knowledgeable professionals ready to help you achieve your financial goals, the Bank of America Financial Center is committed to providing top-notch customer service and innovative financial solutions. Visit us today to experience the difference that banking with Bank of America can make in your life.

Robinson Tax Services is a trusted accounting and finance institution located at 8910 Dayton-Oxford Road in Franklin, Ohio, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Whether you need assistance with tax preparation, planning, or consulting, our experts are here to help you navigate the complexities of the financial world. Trust Robinson Tax Services for all your accounting and finance needs.

LCNB National Bank is a trusted financial institution located at 30 West Park Place in Oxford, Ohio, United States. As a full-service bank, LCNB offers a wide range of banking and financial services including checking and savings accounts, loans, mortgages, and investment options. With a commitment to providing personalized customer service and innovative financial solutions, LCNB National Bank is dedicated to helping individuals and businesses achieve their financial goals. Additionally, LCNB National Bank also provides convenient ATM services for easy access to cash withdrawals and account inquiries.

Hammond Day Investment Group, Inc. is a reputable finance institution located at 2060 Oxford Avenue in Cincinnati, Ohio, United States. With a focus on providing expert financial guidance and investment services, Hammond Day Investment Group, Inc. is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, the experienced team at Hammond Day Investment Group, Inc. is here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, Hammond Day Investment Group, Inc. is the go-to destination for all your financial needs.

Douglas E Sitzler CPA is a reputable accounting and finance institution located at 5359 College Corner Pike in Oxford, Ohio, United States. With a strong focus on providing top-notch financial services, this institution is dedicated to helping individuals and businesses navigate the complexities of accounting and finance. Led by experienced professionals, Douglas E Sitzler CPA offers a wide range of services including tax preparation, financial planning, and consulting. Clients can trust in the expertise and integrity of this institution to help them achieve their financial goals.

Stephenson & Warner CPA's, Inc. is a reputable accounting and finance institution located at 5995 Fairfield Road in Oxford, Ohio, United States. With a team of experienced and knowledgeable certified public accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Whether you are an individual looking for personal financial advice or a business in need of expert accounting services, Stephenson & Warner CPA's, Inc. is dedicated to providing top-notch solutions to meet your specific needs. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.

Miami Preserve is a well-established real estate agency located at 271 Reagan Place in Oxford, Ohio. Our dedicated team of professionals is committed to providing top-notch service to our clients, whether they are buying, selling, or renting property. With a wealth of experience in the local market, we have the expertise to help you navigate the real estate process with ease. Trust Miami Preserve to help you find your dream home or investment property in the vibrant community of Oxford.

Welcome to the practice of Dr. Amneet K. Khera, DO, located at 5151 Morning Sun Road, Oxford, Ohio. With a deep-rooted passion for science and a heartfelt commitment to patient care, Dr. Khera brings a wealth of experience to the community. After dedicating nine years as a family physician in Kentucky and three years specializing in obesity medicine in Indiana, Dr. Khera is thrilled to return home to Ohio and serve the TriHealth community. Dr. Khera offers comprehensive care for patients aged 15 and older, focusing on the prevention, diagnosis, and treatment of both acute and chronic illnesses. Her practice emphasizes the importance of culinary and lifestyle medicine, encouraging healthy living through diet and exercise. Dr. Khera is dedicated to creating a supportive and safe environment for her patients, fostering trusting relationships that inspire lifelong health and wellness.

Welcome to the Edgar W King Library, your gateway to knowledge and inspiration in the heart of Oxford, Ohio. Conveniently located at 151 South Campus Avenue, our library is a cornerstone of the community, offering a welcoming space for learning, exploration, and connection. At Edgar W King Library, we pride ourselves on providing a diverse collection of resources to meet the needs of all our patrons. Whether you're a student, a researcher, or simply a curious mind, you'll find a wealth of books, journals, digital media, and more at your fingertips. Our knowledgeable staff is always on hand to assist with research inquiries, recommend your next great read, or guide you through our extensive digital resources.

Welcome to Somerville Bank, your trusted partner in banking and finance, conveniently located at 5200 College Corner Pike, Oxford, Ohio. With a proud legacy of serving the community, we are dedicated to providing personalized financial solutions to meet your unique needs. At Somerville Bank, we offer a comprehensive range of services, including personal and business banking, loans, mortgages, and investment opportunities. Our experienced team is committed to delivering exceptional customer service and financial expertise to help you achieve your goals. Visit us today and experience the difference of a community-focused bank that puts your financial well-being first.

Welcome to Blake Jennings Realtor, your trusted partner in real estate located in the heart of Oxford, Ohio. Situated at 5020 College Corner Pike, our office is dedicated to serving the local community with exceptional real estate services. Whether you're buying, selling, or investing in property, Blake Jennings brings a wealth of experience and a personalized approach to ensure your real estate journey is smooth and successful. At Blake Jennings Realtor, we pride ourselves on our deep understanding of the Oxford area and its vibrant neighborhoods. Our commitment to client satisfaction and attention to detail sets us apart, making us the go-to choice for all your real estate needs. We offer a comprehensive range of services, including market analysis, property listings, and expert guidance through every step of the process.

Welcome to Joe Wilhelm, Realtor eXp Realty – your trusted partner in the Oxford, Ohio real estate market. Conveniently located at 211 South Elm Street, our office is dedicated to providing exceptional real estate services to buyers and sellers in the Oxford area and beyond. With a deep understanding of the local market and a commitment to personalized service, Joe Wilhelm and his team are here to guide you through every step of your real estate journey. Whether you're looking to buy your dream home, sell your current property, or explore investment opportunities, Joe Wilhelm brings a wealth of experience and expertise to the table. As a part of eXp Realty, we leverage cutting-edge technology and innovative marketing strategies to ensure your real estate goals are met efficiently and effectively.

Welcome to the Federal Reserve Bank, located at 150 East 4th Street, Cincinnati, Ohio 45202. As a pivotal part of the central banking system of the United States, our mission is to provide the nation with a safe, flexible, and stable monetary and financial system. We serve as a crucial hub for ATM, banking, and financial services in the Cincinnati area and are committed to supporting the economic vitality of our community. Our esteemed leader, Beth M. Hammack, serves as the President and Chief Executive Officer of the Federal Reserve Bank of Cleveland, which includes branch banks in Cincinnati, Ohio, and Pittsburgh, Pennsylvania. Ms. Hammack brings a wealth of experience from her previous role as cohead of the global financing group at Goldman Sachs Group, Inc.