Oxford Retirement & Estate Planning - Sun City, Arizona

Address: 10699 W Bell Rd, Sun City, AZ 85351, United States.
Phone: 6239339508.
Website: oxfordretirement.com
Specialties: Financial advisor, Financial planner, Insurance agency, Investment company.
Other points of interest: Identifies as veteran-owned, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet.
Opinions: This company has 28 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Oxford Retirement & Estate Planning

Oxford Retirement & Estate Planning 10699 W Bell Rd, Sun City, AZ 85351, United States

☎️6239339508

⏰ Open Hours of Oxford Retirement & Estate Planning

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–1 pm
Saturday: Closed
Sunday: Closed

Oxford Retirement & Estate Planning

Located in Sun City, Arizona, Oxford Retirement & Estate Planning is a veteran-owned financial services company that provides comprehensive planning and management solutions for individuals and families in retirement.

With a focus on personalized attention and expert guidance, the company's team of financial advisors and planners help clients navigate the complexities of retirement planning, estate planning, and investment management.

Especialidades

Financial advisor, Financial planner, Insurance agency, and Investment company, Oxford Retirement & Estate Planning offers a wide range of services to meet the unique needs of each client.

Ubicación

Address: 10699 W Bell Rd, Sun City, AZ 85351, United States.

Phone: 6239339508.

Website: oxfordretirement.com.

Otras características

On-site services, language assistance, wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible seating, and wheelchair-accessible toilet make Oxford Retirement & Estate Planning a convenient and accessible option for clients.

Opiniones

With 28 reviews on Google My Business, Oxford Retirement & Estate Planning has an impressive average rating of 4.9/5, indicating a high level of satisfaction among clients.

Many reviewers praise the company's expertise, friendly and knowledgeable staff, and personalized approach to retirement and estate planning.

Some reviewers note that the company's services are tailored to meet the unique needs of each client, and that the team is always available to provide guidance and support.

Others appreciate the company's commitment to providing on-site services and language assistance, making it easier for clients to access the services they need.

Overall, Oxford Retirement & Estate Planning is highly regarded for its expertise, personalized approach, and commitment to providing exceptional service to clients.

Características clave

Financial advisor
Financial planner
Insurance agency
Investment company
On-site services
Language assistance
Wheelchair-accessible facilities

👍 Reviews of Oxford Retirement & Estate Planning

Oxford Retirement & Estate Planning - Sun City, Arizona

Bill O.

5/5

Oxford Wealth Management Services is ABSOLUTELY the BEST. You would be foolish to go anywhere else for your retirement and wealth assets management advice. Every associate is FANTASTIC. Super friendly, knowledgeable and top notch attention to detail. Please check them out ASAP. They are by far the only place you need to go to, to manage your money. You will not be sorry.

Kim J.

5/5

My Husband have been with the Oxford Team for several years have we have felt like we have become part of the Oxford Family because that is how you are treated form everyone one the Team.

If you are looking for someone who really care about you and helping you reach your retirement dream then go speak with them!! I think you will be impressed.

Cindy S.

5/5

Outstanding service, professional, extremely competent advisors and staff who TRULY care! Not a lot of mumbo jumbo, and proof is in the results as we were able to retire early with Oxfords guidance! The staff is always helpful and courteous, e we have everything good to say about Oxford Retirement!

Deborah G.

5/5

Just attended the Oxford Annual "State of the Economy" event. What an impressive day! The presentations on relevant happenings, delicious food and fun prizes really showcased that Oxford continues to be a class act! We really appreciate the emphasis on focusing on our dreams while Oxford makes it happen. What an incredible team! We know we are in excellent hands. Thank you so much! 👍

Nancy O.

5/5

Oxford Retirement & Estate Planning is an amazing wealth of information and help. They are all very friendly and willing to help out with your questions and needs. Great informational classes that are free. We have been grateful for all their expertise over the last eight years! #DareToRetire

Kaylene M.

5/5

We are thankful for a trustworthy company to help us navigate both the now and the future regarding investments and retirement. Working with Oxford for our Estate Planning for the future is something we didn't want to put off any longer, and they made simple to walk through each step. We appreciate not only their honesty, but the full package of understanding the tax realities, that many companies miss. Highly recommended!

Andrew C.

5/5

I've known the team at Oxford Retirement for many years. They are compassionate, knowledgeable, no-nonsense advisors. These are the type of people you want in your corner. They don't come better.

Rose B.

5/5

Everything was excellent, as usual. Delicious breakfast, great speakers, very informed and interesting. I brought my 52 year old and son and he was very impressed.