3 Best Financial Services in Orlando, FL

Perfect Advisory group to help with your financial planning. We first met with Chris in May of 2021, just after we listed our home for sale. Our house sold very quickly, and we needed advice on what to do with the proceeds. Oxford set us up with a great plan! Now, 3 years later we are moving to an even better plan. They are always monitoring your money and making suggestions in your best interest. We are much more than just satisfied with their service. Everyone in the office is kind, knowledgeable and ready to help. The receptionist is right on top of things and a pleasure to deal with. It's a true blessing that Oxford was suggested to us by the real estate agent that sold our house. We're looking forward to working with Chris and his staff for many more years. I strongly recommend them to anyone I know that is looking for help with their financial planning. Meet with Oxford one time and you too will be happy you did.

I had a great experience working with the Oxford Advisory Group in Orlando. Their team took the time to explain everything clearly and helped me build a strategy that actually made sense for my goals. They were professional, transparent, and never tried to push anything I wasn’t comfortable with. Highly recommend if you’re looking for financial guidance you can trust.

I started going to Oxford Advisory Group's Orlando office for pre-retirement financial planning back in '21. I'm retired now and they have done a great job with my finances, keeping me retired. I'd like to especially mention paraplanner Cara Perez who does a lot of the work involved with the financial plan. She knows me by name, is easy to work with and gets things done.

Scott was actually the third financial planner I talked with before deciding on him. The first planner didn’t seem interested in taking my modest investment amount in spite of knowing him for many years. Second planner, without telling me upfront, wanted me to purchase a long term health care policy from him that after looking at the numbers I decided against. After I declined, he told me that if I sold other investments and had more money for him he would take me on. Scott didn’t seem to mind my relatively small investment amount and has been honest and straightforward! Any question I’ve had related to finances and retirement, sometimes unrelated questions also, Scott has had an answer. You can tell Scott has a passion for investing and helping people work their way towards retirement and beyond. While I tend to be skeptical of people, Scott has gained my trust and respect over the years I’ve known him. Thanks Scott.

Scott helped me get organized very quickly. What seemed like a very daunting task was made easy thanks to Scott. He is always available for advice and recommendations. And he is super accommodating to my hectic work/life schedule, for which I am very grateful. I appreciate Scott's professionalism and responsiveness.

Scott is always available for your needs and helpful with concerns on investments, etc. He is there for you - for me preparing for retirement.