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
⏰ 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
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Oxford Retirement & Estate Planning: A Comprehensive Overview
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For individuals seeking comprehensive financial guidance and planning tailored specifically to retirement and estate management, Oxford Retirement & Estate Planning stands as a reputable and dedicated service provider. Located at 10699 W Bell Rd, Sun City, AZ 85351, United States, this veteran-owned firm offers a holistic approach encompassing financial advisory, financial planning, insurance agency services, and investment company management. Their commitment to client satisfaction is evident in their accessibility and detailed attention to individual needs.
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Services Offered
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Oxford Retirement & Estate Planning distinguishes itself by providing a multifaceted range of services designed to address the complexities of retirement and legacy planning. Their core competencies include:
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- Financial Advisory: They offer personalized advice on a wide array of financial matters, helping clients navigate investment strategies, wealth accumulation, and retirement income planning.
- Financial Planning: A cornerstone of their operation, financial planning services are meticulously crafted to align with each clientâs unique goals, risk tolerance, and timeline. This includes retirement projections, tax planning, and long-term financial security strategies.
- Insurance Agency: Recognizing the crucial role insurance plays in protecting assets and ensuring financial stability, Oxford provides expert guidance on selecting appropriate insurance coverage, including life, health, and long-term care insurance.
- Investment Company Management: Clients benefit from professional investment management, aiming to grow and preserve their wealth through diversified portfolios tailored to their individual circumstances.
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The firm's dedication extends beyond traditional financial services, incorporating on-site services and language assistance to cater to a diverse clientele. Furthermore, accessibility is prioritized through wheelchair-accessible car parks, entrances, seating, and restrooms, demonstrating a commitment to inclusivity.
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Accessibility and Amenities
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Oxford Retirement & Estate Planning prioritizes creating a comfortable and accessible environment for all clients. Key amenities include:
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- Wheelchair-Accessible Car Park: Convenient parking facilities designed for individuals using wheelchairs.
- Wheelchair-Accessible Entrance: A welcoming entrance that ensures easy access for those with mobility challenges.
- Wheelchair-Accessible Seating: Designated seating areas that accommodate wheelchairs and provide comfortable viewing options.
- Wheelchair-Accessible Toilet: A fully accessible restroom facility.
- On-Site Services: A range of services offered within the office premises, streamlining the client experience.
- Language Assistance: Support available for clients who prefer to communicate in a language other than English.
- Veteran-Owned Business: The firm operates as a veteran-owned business, reflecting a commitment to service and dedication.
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Client Feedback and Reputation
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The company boasts an impressive 4.9/5 average opinion based on 28 reviews on Google My Business. These overwhelmingly positive reviews highlight the exceptional service and expertise provided by Oxford Retirement & Estate Planning. Clients consistently praise the firm's friendly and knowledgeable associates, emphasizing the teamâs dedication to providing top-notch attention to detail. Several reviews specifically mention the firm as âthe BESTâ and the only place needed for managing finances, underscoring a strong level of client satisfaction and trust. The dedication to building strong relationships with clients is a defining characteristic of their approach. Their associates are described as âFANTASTICâ and âsuper friendlyââ a testament to their commitment to personalized service.
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Contact Information and Website
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For more information or to schedule a consultation, prospective clients can:
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- Call: 6239339508
- Visit the Website: oxfordretirement.com
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Oxford Retirement & Estate Planning is a trusted resource for individuals seeking secure and well-managed retirement and estate planning solutions. Their commitment to accessibility, personalized service, and professional expertise makes them a valuable partner in navigating the complexities of financial planning. They represent a significant asset to the Sun City community and beyond.
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"summary": "Oxford Retirement & Estate Planning is a veteran-owned financial advisory firm offering comprehensive retirement and estate planning services with a 4.9/5 average client rating, prioritizing accessibility and personalized attention.",
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👍 Reviews of Oxford Retirement & Estate Planning
