Oxford Advisory Group is an independent financial services company that employs various investment and insurance products. They provide the best financial services through Orlando and surrounding areas. They specialize in strategic retirement planning, including tax-free income and social security maximization, among other things. The firm is committed to assisting individuals in achieving their desired retirement lifestyle. Their team of professionals can help create a well-planned strategy that addresses financial needs and concerns, employing a variety of investments and insurance products and services. Their investment planner can also manage your finances by selecting bonds, stocks, and mutual funds for you and then buying, selling, and monitoring them in your account based on your investment goals. If you are interested in preparing for retirement and want to put your assets to work, reach out to them to schedule a meeting. They have branches in Greenville, Seneka, Clermont, Orlando & Mount Dora.
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OXFORD ADVISORY GROUP REVIEWS
Upon entering retirement, I attended one of Oxford’s free seminars. I learned the investment strategy utilized by my current financial planner placed in the position of being in a 42% tax bracket when I turn 72. I set an appointment with the firm to see if all the retirement income I had worked so hard to accumulate could be salvaged. I worked with Shea. He saved my retirement through assessment of my current invested assets, educating me on the tax liabilities of these investments, then developing a plan to reallocate. I now feel safe, secure and grateful that I found this team of caring professionals. I can now enjoy these Golden Years knowing my years of hard work will not only support me in retirement, but also allow me to do things I didn’t do wile working to prepare fore this time in my life. Thank you to the whole Oxford team.
My husband and I were very pleased with our meeting today with Samuel Dixon. From ease getting to the downtown Orlando office in the bronze Region building, to a sincere greeting from the front desk, we felt very comfortable and at home with the Oxford financial group. Our questions were answered and the information we received was invaluable. We highly,100%, recommend the Oxford Advisory Group for your retirement goals and planning.
My husband and I met with Sam Dixon today for a follow up meeting and he was absolutely wonderful. He explained in great deal about how to plan and help revise our financial situation for our retirement. We recommend this financial agency for any of your needs, 100%. Looking forward to our next meeting with Sam. Thank you.
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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 to the table. 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 promote financial wisdom to all generations and offer sound advice to pursue financial freedom. All decisions made by the firm prioritize the best interests of clients and employees over the resulting financial impact on the company.
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ALLGEN FINANCIAL ADVISORS, INC. REVIEWS
HIGHLY RECOMMEND! We absolutely love working with our fee-only fiduciary financial advisor. Robert has walked us through so many incredibly important financial milestones from tackling our student debt to purchasing our first home to welcoming our first child! Throughout our journey, he has provided sage advice and guidance. We consider him an indispensable resource. You don't need a massive portfolio to sign up with AllGen. We actually started with a depressingly negative net worth due to student loans. Enlisting Robert's help early in our journey helped us balance debt elimination with savings / investing / retirement planning. It can feel overwhelming, so having an expert in our corner to keep us on track made a world of difference. I firmly believe everyone can benefit from the right financial advice, and that's exactly what AllGen provides.
Truly enjoy working with this firm. They are professional and very responsive. I would recommend them to my friends and family!
Hands down, the most knowledgeable and honest team that I have had the privilege of working with in regards to building wealth and my financial future.
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Retire Orlando is a well-known financial firm located in Orlando, Florida. Scott Perrone is a financial planner & advisor at Retire Orlando. Scott currently holds a designation as a Certified Financial Planner, an Accredited Wealth Management Advisor, and a Chartered Retirement Planning Counselor. They believe that your finances require a roadmap to achieve your goals, whether funding your children's education, growing your portfolio, or maintaining your lifestyle in retirement. Retire Orlando aims to oversee every aspect of your Personal Economy since it can have a significant financial impact and be challenging to manage. By working with a Certified Financial Planner, they can help you identify your financial goals and create a personalized plan for you and your family through their financial planning and wealth management process. Their primary objective is to help clients grow their finances while maintaining their lifestyle. Contact them to schedule an appointment.
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RETIRE ORLANDO - ADVISORY SERVICES NETWORK, LLC REVIEWS
My experience with Scott Perrone at Retire Orlando has been nothing short of outstanding. He is one of the most educated and knowledgeable financial planners that I've ever met. My wife and I had the pleasure of meeting with Scott regarding our financial goals. He took the time to understand our goals and come up with a strategic plan on how to get there. He explained everything in a way that was relatable and easy to understand. I highly recommend Scott to all of my family and friends.
My Wife and I have been working with Scott Perrone for roughly a year now and we couldn't be happier. His professionalism, knowledge, honesty and clear guidance has been absolutely impeccable. Scott is easy to talk to, very personable and always available to assist with any questions. He helped us create a realistic retirement plan that's easy to follow. If you are looking for a reliable and trustworthy financial advisor, Scott Perrone is your guy. Period.
Scott has been guiding me through my financial future for many years now and I have come to really trust and follow his advice. He does his research on the current market and historical indicators and with that knowledge along with his expertise, he is able to make thoughtful and fully researched recommendations. I really enjoy working with him.
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