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Business Profile

Retirement Planning Services

Oxford Advisory Group
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(407) 201-8057Email BusinessWrite a Review

About

Overview

Oxford Advisory Group

111 N Orange Ave Ste 775

Orlando, FL 32801-2352

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Find a Location

Oxford Advisory Group has 2 locations, listed below.

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    BBB Accreditation & Rating

    Oxford Advisory Group is BBB Accredited.

    BBB accredited business seal

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

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    About This Business

    Oxford Advisory Group provides financial advisory services, including retirement planning, tax preparation, estate planning, and investment management. The company assists clients with tax-efficient strategies and social security maximization.

    BBB Accredited Since: 6/3/2025

    Years in Business: 8

    Products and Services

    Educational Seminars, Estate Planning, Financial Advice, Investment Planning, Private Wealth Management, Retirement Planning, Tax Planning, Tax Preparations, Wealth Management

    Business Details

    Local BBB:
    BBB Serving Central Florida
    BBB File Opened:
    10/29/2018
    Business Started:
    3/2/2018
    Business Incorporated:
    3/2/2018
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    Oxford Advisory Group, LLC
    Business Management:
    Christopher J. Dixon, Director
    Samuel J. Dixon, President
    Brad Swineheart, Chief Growth Officer

    Additional Contact Information

    Principal Contacts
    Samuel J. Dixon, President
    Brad Swineheart, Chief Growth Officer
    Customer Contacts
    Christopher J. Dixon, Director
    Brad Swineheart, Chief Growth Officer
    Additional Phone Numbers
    Other Phone: (864) 568-5438
    Other Phone: (813) 405-8372
    Additional Email Addresses
    Primary: Email this Business
    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.

    Additional Information

    Other Resources
    Department of Financial Services (FL)
    200 E Gaines St
    Tallahassee FL 32399
    Phone Number: (877) 693-5236
    www.myfloridacfo.com
    Florida Office of Financial Regulation
    200 E Gaines St
    Tallahassee FL 32399
    Phone Number: (850) 410-9805
    https://www.flofr.com/sitePages/VerifyALicense.htm
    Business Categories
    Retirement Planning Services, Financial Planning Consultants, Life Insurance, Financial Consultants, Estate Planning and Management, Annuities

    Latest Reviews

    • Gary S

      "Not happy with REMOVEDwas suppose save tax money and cost me money instead Tax account also said he made a big mistake turning my saving into income which put me into a higher tax bracket by what he did He never explained that to me Thought that was unprofessional and deceiving just to make money He gave me a lot of excuses I guess I have learned a hard REMOVED"

    View all Reviews

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