Oxford Investment Group
Financial Advising
Why pick this one
Oxford Investment Group specializes in retirement planning and investment management for individuals with $500,000 or more in investable assets.
Best for
- pre-retirees planning for retirement income
- business owners preparing for exit
- families focusing on estate and legacy planning
Look elsewhere if
- clients with less than $500,000 in investable assets
- those seeking basic investment advice without comprehensive planning
Specialties
- retirement planning
- investment management
- tax-aware financial strategies
- business financial planning
- estate and legacy planning
Certifications
- fiduciary standard of care
What makes them different
- comprehensive investment management services
- focus on retirement and income planning
- collaboration with CPAs and estate attorneys
- services for business owners and pre-retirees
- structured investment management process
- Serves
- Raleigh, Cary, Durham, Chapel Hill, Wake Forest
Distilled from this business's own website.
Contact & Location
- Address
- 3334 Hillsborough St, Raleigh, NC 27607-5405
- Phone
- +19198331500
- Website
- https://oxfordinvestmentgroupinc.com/
- info@oxfordinvestmentgroupinc.com
Services
- financial advising
- wealth management