Oxford Advisory Group is a private, family-owned retirement planning & wealth management firm that focuses on helping pre-retirees and retirees navigate their retirement years. From humble beginnings, Oxford quickly flourished into what it is today: a family firm rich in tradition and focused on enriching lives. The Oxford team members live in the communities we serve. Our communities are our families and when it comes down to it, it's all about family. We welcome all new clients into the fold as family members because, in the end, we believe family is what's most important.
Oxford Advisory Group的外部链接
111 N Orange Ave
Suite 775
US，Florida，Orlando，32801
National Speaker, Author, Podcast host, and Chief Growth Officer for Oxford Advisory Group
Oxford Advisory Group was just honored with 2024 Inc. 5000 list of the fastest-growing private companies in America. Founders Christopher J Dixon, RFC and Samuel J. Dixon, RFC have consistently put a focus on growth. When your business helps your community, it is easy to stay motivated!
Thank you to Economic Insider for the great piece!
We are honored to have our very own Christopher J Dixon, RFC selected by Orlando Family Magazine as a 2024 Men of the Year. OFM "the individuals we have selected for our annual Men of the Year list have one trait in common: a desire to make a difference and to uplift those around them. We salute the many ways in which they help the less fortunate and are proud to recognize their contributions to Central Florida." https://lnkd.in/gr8GiXwH
As you enter into retirement, it’s important to consider the tax implications of your investments and how you can maximize your savings in a tax-efficient way. Here are some things to consider when potentially moving your money from investments to income or into new retirement accounts:
As you enter into retirement, it’s important to consider the tax implications of your investments and how you can maximize your savings in a tax-efficient way. Here are some things to consider when potentially moving your money from investments to income or into new retirement accounts:
We are thrilled to be selected!
#thesiliconreview features Oxford Advisory Group under "5 Best Tech Companies to Watch 2024". Oxford Advisory Group prioritizes innovation and adaptability in the rapidly evolving financial services industry by developing custom tools and resources to meet their unique clientele's needs. https://lnkd.in/gBgQ7ryR #oxfordadvisorygroup #thesiliconreview #retirement #techcompanies #innovation #adaptability #financialservices #clienteleneeds