3 Best Financial Services in Orlando, FL

“Oxford Advisory Group advises high net worth clients on planning for and living with the complexities that come with wealth. They take pride in being acknowledged by various media outlets for their financial services, insights, and experience. Christopher Dixon and Samuel J. Dixon are the Co-Founders of Oxford Advisory Group. 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. If you are interested in preparing for retirement and want to put your assets to work, reach out to them to schedule a meeting.”

“Retire Orlando believes in putting their clients' best interests first and placing their clients' needs above all others. Scott Perrone is the Financial Planner of Retire Orlando. Scott is a graduate from the College for Financial Planning, where he received his Master of Science degree in Personal Financial Planning, in addition to his Bachelor of Science degree in Business Management from Wilmington University. Scott currently holds a designation as a CERTIFIED FINANCIAL PLANNER™, an Accredited Wealth Management Advisor®, and a Chartered Retirement Planning Counselor®. Scott uses his financial knowledge to help create financial plans for his clients. Whether you're pursuing your retirement goals, funding your children's education, or looking to leave a legacy, Scott welcomes the challenge to help you succeed.”

“Strong Point Financial, Inc. offers a wide range of retirement planning and wealth management services focused on individuals who are in or nearing retirement age. Their team of professionals can help you create a well-thought-out strategy to address your financial needs and concerns. Strong Point Financial, Inc. strives to provide the comprehensive and unbiased advice that is missing in their industry. Chance Robinson is the founder of Strong Point Financial, Inc. By helping his clients design and implement a secure retirement income plan, Chance’s clients have avoided market crashes and other potentially devastating financial challenges. He has had the privilege of helping thousands of retirees think through their retirement.”