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Oxford Advisory Group | Tampa, FL

  • Service Area: Tampa, FL
  • Team Size: 20 employees
  • Business Duration: 23 years
Oxford Advisory Group

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

  • General financial planning
  • Retirement planning
  • Life insurance review
  • Investment review
  • Tax planning
  • Trusts or estate planning
  • Annuities
  • Mutual funds
  • College planning
  • Home purchase

Work location

  • My customers travel to me
  • I work remotely (phone or internet)
  • I travel to my customers

About

At Oxford Advisory Group we focus on tax planning for retirement. This sets us apart from many others as we consistently dedicate time to learning the new tax rules and their implications on retirement. We also help with Social Security Maximization and retirement portfolio risk assessment. We believe in education first, and we host in-person and webinar events to educate on Taxes, Social Security and Estate Planning.

Over the last 20 years we have helped thousands of Florida families. Our process has even led to us be sought after to train hundreds of financial professionals around the country so that they can understand the complexities of taxes in retirement.

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Brad Swineheart
    • Completed on 4/25/2023

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