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Business Profile

Retirement Planning Services

BD Oxford Financial Inc.- Secure Retirement Solutions
BBB Accredited BusinessA+Rated by BBB
Visit Website(805) 853-8208Email BusinessWrite a Review

About

Overview

BD Oxford Financial Inc.- Secure Retirement Solutions

Templeton, CA 93465

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BBB Accreditation & Rating

BD Oxford Financial Inc.- Secure Retirement Solutions is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Secure Retirement Solutions / BD Oxford Financial offers and provides secure retirement vehicles, as well as corporate, estate, and financial planning, to secure retirement.

BBB Accredited Since: 5/14/2025

Years in Business: 31

Products and Services

ROTH IRA Conversions, Life Insurance, Charitable & Estate Planning, Simplified Rollovers, Index Annuities, Market Investments

Business Details

Local BBB:
BBB of the Tri-Counties
BBB File Opened:
6/21/2018
Business Started:
4/7/1995
Business Started Locally:
4/7/1995
Business Incorporated:
10/13/2017
Type of Entity:
Corporation
Business Management:
Mr. Barry D. Oxford, President/CEO

Additional Contact Information

Principal Contacts
Mr. Barry D. Oxford, President/CEO
Customer Contacts
Mr. Barry D. Oxford, President/CEO
Fax numbers
Primary Fax: (805) 434-6975
Additional Phone Numbers
Other Phone: (805) 434-6971
Other Phone: (805) 215-9095
Other Phone: (805) 853-8202
Additional Email Addresses
Primary: Email this Business
Additional Websites
facebook.com/BDOFinancial...
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 0A63793 for this business, issued by Department of Insurance

Department of Insurance

300 South Spring Street, 14th Floor

Los Angeles CA 90013

213-3466464Website

BBB records show a license number of C4074430 for this business, issued by Department of Corporations

Department of Corporations

320 West 4th Street

Los Angeles CA 90013

213-5767500

Fax: (213) 5767178

Website

Additional Information

Business Categories
Retirement Planning Services, Financial Planning Consultants, Financial Consultants, Estate Planning and Management

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