Oxford Retirement & Estate Planning

Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance 路 2 Employees
Phone Number:聽info@oxfordretirement.com
Email Address:聽info@oxfordretirement.com
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About
饾棩饾棽饾榾饾棽饾椏饾槂饾棽 饾槅饾椉饾槀饾椏 饾榾饾椊饾椉饾榿(饾榾) 饾棶饾榿 饾椉饾椈饾棽 饾椉饾棾 饾椉饾槀饾椏 饾槀饾椊饾棸饾椉饾椇饾椂饾椈饾棿 饾棸饾椉饾槀饾椏饾榾饾棽饾榾馃憞馃徎 https://daretoretireu.com/#courses Oxford Retirement & Estate Planning is a 饾櫐饾櫔饾櫀饾櫋饾櫈饾櫓饾櫘-饾櫃饾櫑饾櫈饾櫕饾櫄饾櫍 financial solutions firm, 饾椀饾棽饾椆饾椊饾椂饾椈饾棿 饾椂饾椈饾棻饾椂饾槂饾椂饾棻饾槀饾棶饾椆饾榾 & 饾棷饾槀饾榾饾椂饾椈饾棽饾榾饾榾饾棽饾榾 饾椊饾槀饾椏饾榾饾槀饾棽 & 饾棶饾棸饾椀饾椂饾棽饾槂饾棽 饾榿饾椀饾棽饾椂饾椏 饾槀饾椆饾榿饾椂饾椇饾棶饾榿饾棽 饾棿饾椉饾棶饾椆饾榾. Being able to find strategies for many of life's needs is our primary focus, whether you are working & saving for retirement or living in it. Our firm has long-standing relationships with a variety of financial companies offering a 饾槃饾椂饾棻饾棽 饾棶饾椏饾椏饾棶饾槅 饾椉饾棾 饾椊饾椏饾椉饾棻饾槀饾棸饾榿饾榾 & 饾榾饾棽饾椏饾槂饾椂饾棸饾棽饾榾. This allows us to 饾棻饾棽饾榾饾椂饾棿饾椈 饾椊饾椆饾棶饾椈饾榾 饾櫓饾櫀饾櫈饾櫋饾櫎饾櫑饾櫄饾櫃 饾榿饾椉 饾槅饾椉饾槀饾椏 饾椈饾棽饾棽饾棻饾榾 & 饾棿饾椉饾棶饾椆饾榾. As independent advisors, we have the ability to choose the companies we feel provide the best services at the best value. We welcome the opportunity to discuss ideas or alternatives with you via telephone or in person. Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this page shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady & reliable income streams on this page refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength & claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, & holding periods which vary by insurance company. Annuities are not FDIC insured. 1482633- 9/22.
Year Founded
2006
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Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance
HQ Location
10699 West Bell Rd Sun City, Arizona 85351, US
Keywords
Financial PlanningRetirement PlanningFinancial ServicesAnnuitiesEstate PlanningTax Minimization StrategiesLegacy PlanningCharitable GivingRetirement Income PlanningWealth Management
Location
  • 10699 West Bell Rd Sun City, Arizona 85351, US

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