Oxford Advisory Group | Financial Advisors - Mt Dora (FL)

William FLOYD Paxton Total professional, friendly, extremely knowledgeable, efficient, problem solving and more than willing to go out of their way to make things complete. Rodney and Candice knew how to meet our needs and answer all our questions and make our home purchase happen. From the first step to the final closing I would recommend anyone use Rodney and his resources to finance and purchase a home. If you want a successful transaction then use Rodney and Candice to reach a satisfactory completion. I highly suggest you contact Rodney for you financing needs.

M G Very professional and great attention to detail.

Johanne Lugo This place treats you like family. Weve been their customers for almost 20 years. They are all absolutely amazing

David Smith My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.

Yitzchak Khaimov I had the pleasure of speaking with Cary, and I can’t say enough good things about the experience. From the start, Cary made me feel comfortable and heard. He took the time to really understand my financial goals and concerns, and explained everything in a way that felt clear and approachable — no pressure, no jargon, just honest and thoughtful advice. What stood out most was how genuine he was. You can tell Cary truly cares about the people he works with, and that means a lot in a world where financial conversations can often feel intimidating. I walked away from our call feeling more confident, more informed, and grateful to have had the conversation. Highly recommend Cary to anyone looking for a financial advisor who’s not only knowledgeable, but truly kind and trustworthy.

Dingle Berry From my first experience with Mariner via a “live” mail check, and my subsequent interaction with them - I’ve been completely satisfied. Joanna is extremely good at what she does, as she guided this dufus (me) through a loan refi over the phone. Good follow up from branch manager to ensure everything went smooth. App is convenient and fairly easy to navigate.

Haley Reed Its a great place to learn, the people are great, and the cafés food is amazing.