Oxford Advisory Group provides an array of financial services to help clients maximize their returns on investments and protect their assets in Orlando, Florida. The team behind Oxford Advisory Group is made up of financial professionals who are passionate about helping individuals and families reach their ideal retirements. Whether you need a financial advisor, traditional IRA advisor, retirement planner, investment planner, or wealth management professional, look at their financial advisory and planning team. OAG firm offers that utilize insurance and investment products. Whether you are an individual investor who needs advice on these investments or an employer who needs help offering 401(k) plans, you can benefit from the wisdom of a 401(k) advisor on their team.
UNIQUE FACTS:
• With Over 20 Years of Combined Experience.
3 Best Financial Services in Orlando, FL
Expert recommended Top 3 Financial Services in Orlando, Florida. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
OXFORD ADVISORY GROUP REVIEWS
Great experience! We were greeted with a nice welcome by Hunter at the front desk before our meeting. We met with Shea, who was very knowledgeable, well rounded and got along with us very well. We didn’t know what we were going to do with our investments moving forward but after speaking with Shea and Oxford Advisory Group we are much more confident and know what steps we are going to take to insure a beautiful future.
When it comes to client care and concerns, The Oxford Advisory Group is the BEST. Their motto is serving families to make their lives better in retirement and protect their resources. I am proud to know their staff has genuine interest in each client.
The office is always very professional, the team member's are knowledgeable and well prepared with good advice. We feel comfortable and very friendly. Edwin Colon has the account with oxford.
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AllGen Financial Advisors was founded in 2003 and is led by CEO and Co-Founder Paul Roldán, CFP®. With over 25 years of experience, he heads the financial planning department and is committed to helping clients achieve Financial Freedom. The team at AllGen Financial Advisors is culturally diverse, bringing different professional backgrounds in money management. They work collaboratively to interpret financial statements and design risk management strategies. AllGen Financial Advisors is also dedicated to inspiring and providing hope for clients and employees about their future. They will collaborate directly with your attorney and other professionals so your entire team is focused on protecting your legacy. They work together to make sense of your financial statements and develop a risk management strategy. They promote financial wisdom to all generations and offer sound advice to pursue financial freedom. All decisions the firm makes prioritize the best interests of clients and employees over the resulting financial impact on the company.
UNIQUE FACTS:
• Online Appointments.
• Onsite Services.
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Sat & Sun: Closed
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ALLGEN FINANCIAL ADVISORS, INC. REVIEWS
I have had investment accounts with AllGen and have always been happy with their service. Their Financial Planner is excellent. Together we discussed what would work for a retirement plan. The team is always providing information on the market and how to navigate your finances. They regularly provide emails with video conversations about whatever is going on in the financial world. I fully trust their investment expertise and look forward to their informative emails.
Due to a lack of advice early in my working career, my retirement account wasn't really growing much. Once I switched to AllGen, I not only got the advice I needed from my advisor, Karen, but my retirement account is no longer stagnating in their capable hands. Working with AllGen has alleviated a lot of financial worries that I'd had.
Peace of mind and a solid financial plan. This is a terrific team. Always available to discuss changes in my circumstances. I highly recommend Paul Roldan, Axel Otero and the investment colleagues. I only wish I had connected with this firm years ago!
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Strong Point Financial, Inc. is one of the best financial advising firms in business in Orlando, FL. Their team of professionals can help you create a well-thought-out strategy to help you address your financial needs and concerns. They provide comprehensive retirement planning services to Central Florida and its surrounding areas. Their mission is to give clients financial security and peace of mind. They offer the necessary experience, tools, and services to manage family portfolios successfully. Their goal is to help you manage your retirement so you can pursue your goals. They will create a plan to help you address rising healthcare costs with a minimum of expenses. They help ensure your expenses can be paid monthly with reliability and predictability for the rest of your life.
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Sat & Sun: Closed
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STRONG POINT FINANCIAL, INC. REVIEWS
We met with Christina Reyes to help us with a Will and Trust. Christina is very knowledgeable and a pleasure to work with her. We also met with Chance Robinson to go over some investments and again he directed us to a very high yield and safe investment. We are extremely pleased with the returns on our past investments with him and looking forward to the future. A real pleasure to work with this company Strong Point Financial, Inc.. All the staff really care for each of their clients and look out for their best interest.
It was a really great experience, very informative, and they were genuinely concerned about helping others. Open format to answer everyone's question and concerns, the food was a excellent choice. I highly recommend it, but you should have your important questions ready
Meeting with Chance is always a great experience. My husband and I are always well informed on the best practices and strategies for our retirement goals. We trust Chance to manage our financial affairs now and in the future.
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