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

Pamela My financial meeting with Amy Micik exceeded my expectations! She was professional in that she asked me questions and listened to my responses. She took that information and made professional recommendations. It wasnt a cookie-cutter plan or response. She explained each recommendation and used language I could understand and relate to. She made me an actionable plan with a time frame that I felt extremely comfortable with and confident I could achieve them. If I had any uncertainty or questions, she was patient and explained everything in terms I could understand. I didnt feel rushed or pressured to commit, but left more self-assured and confident in my future! I highly recommend her for your financial needs.

Derek Wentworth Jay is an awesome financial advisor. He is a “hands on” advisor who gives that personal touch. I find him very informative, professional, trustworthy, and knowledgeable. The numerous years of experience he has combined with the personal service you receive will be hard to match from any “big box” financial services/investment company. I highly recommend Jay.

Henry Carrow The ladies at this bank are awesome. We have been there several times and the help and knowledge was superb. Love this bank.

mathew johnson If you want your taxes done and done right, come to this place. Ive worked with Craig who was able to repair my tax return that was screwed up by another tax place and sort out my business return. I referred all of my kids to him!

Karen Gainnie Aaron Farnsley is very professional. He provides excellent service and is very knowledgeable. I can count on him to help make financial decisions for my future. He can be trusted and greatly relied on. This office is great for your wealth management.

Paul Daley Rob is patient and detailed in his review of your needs. He devises a plan and explains options to you. I highly recommend Robert Dale as your financial advisor.

Cat Thomas Michael has done my taxes for the past 2 years and has done an excellent job! He also did all of the filing for my small business. He has gone above and beyond in terms of helping me keep everything straight. I highly recommend his services.