OxenFree Financial - Melbourne (FL)

5 /5 Jodi Sonne: We highly recommend OxenFree Financial and Luke Bunch as an advisor. This company lives out their values at a corporate and personal level. They are incredibly informative, clear, and driven to do the right thing. Several members of the team spent extra time to help us; and Luke went the extra mile several times to answer our questions and work with our unusual circumstances. His fastidious nature serves us, and OxenFree so well! Estate planning, medical forms, investing, as well as life hacks - we cannot recommend this organization and Luke highly enough!!

5 /5 D and B: OxenFree Financial has been a great resource for me and my husband. Nate Kallal, our advisor, has helped us to be wiser with our money and we are seeing good results. I definitely recommend them.

5 /5 Kevin Diamond: Every single person in this office is a person you can trust and will work hard and professional to take care of your needs.

5 /5 Jim Crocker: Started with OxenFree Financial a little over two years ago. (formerly Phillips) They were fantastic and patient with teaching me about investing. My advisor Nate has been very available and responsive whenever I have questions or feel like I need advice. Professional, responsive, and accommodating, best of all worlds.

5 /5 Izhar Sopon: As a college student planning for my future, I was unsure about how to start investing for retirement. Oxenfree has been an incredible resource and partner in this journey with my adviser Nate. Now we have a solid plan for my retirement savings and feel more secure about my financial future. I highly recommend their services to anyone, especially students like myself who are just starting their investment journey.