Analyzing 7,295,9297.3M ReviewsFor 20,66320.7K Experts

Experts Reviews · Company report
Oxford Advisory Group | Financial Advisors logoHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%98+57.5Reliability 26%99+25.8Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.99SCORE

Oxford Advisory Group | Financial Advisors

Deltona, FL · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #3Position by Experts Score among all companies we track in this category. of 34 financial planners · 5.0★ from 68 Google reviews

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Percentile vs other financial planners (100 = best)Each factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: value and momentum; weakest: satisfaction.

SatisfactionSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Oxford Advisory Group | Financial Advisors is better than 98% of financial planners.A
98
ReliabilityReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Oxford Advisory Group | Financial Advisors is better than 99% of financial planners.A
99
Craft & serviceCraft & service · 0% of the scoreGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Oxford Advisory Group | Financial Advisors is better than —% of financial planners.–
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ValueValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Oxford Advisory Group | Financial Advisors is better than 100% of financial planners.A
100
MomentumMomentum · 0% of the scorePenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Oxford Advisory Group | Financial Advisors is better than 100% of financial planners.A
100
Replies to reviewsReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Oxford Advisory Group | Financial Advisors is better than —% of financial planners.–
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Reviews for your job

Customers hired Oxford Advisory Group | Financial Advisors for 8 kinds of job.

Oxford Advisory Group | Financial Advisors for financial plan

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.10
★ on this jobAverage stars on the reviews where the customer tagged this exact job (Google’s “Services” field).5.00
Usually paidThe price range customers picked most often for this job.—
Rank for this jobPosition of this company in the Job match ranking for this job among the companies we track.Its Job match: 90/100.How Job match is calculatedBuilt only from reviews Google tagged “Financial plan”:Stars on this job 55%Number of such jobs 25%Overall Experts Score 20%Stars are pulled toward the category average when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.#2 / 15
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 10 Google reviews tagged “Financial plan”

Tim1 reviewTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

Great service and great people at Oxford Advisory Group in Mount Dora. I really appreciate the personal attention and care from their team. They’re people I trust, and I’m happy to recommend them!

Great priceFinancial plan
JuliusLocal Guide · 41 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

Great experience with Oxford Advisory Group! The team is professional, knowledgeable, and genuinely focused on helping retirees make informed financial decisions. Highly recommend them if you’re looking for a trusted retirement planning team.

Great priceFinancial planRetirement-related financial consultingTax planning
Corinne7 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

The level of professionalism and dedication is second to none. The staff is very knowledgeable and super friendly. Thanks Oxford!

Great priceFinancial plan
Cori6 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

The staff is exceptional, very professional and knowledgeable. I felt very comfortable with the outcome of our meeting.

Great priceFinancial plan
Heather2 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

I attended an estate planning course and found their information to be spot on. Oxford seems very knowledgeable when it comes to retirement, estate planning, and taxes. Anthony was very helpful and I felt like he was there to help me understand our situation not just sell me something. I never quite knew how big…

Great priceFinancial plan
Chris4 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 7 months ago★★★★★

Incredible process and education with caring professional individuals. We worked directly Jacob Stinson, but the entire team should all be recognized. If you are looking for peace of mind and a place to assist and direct with your family estate, the Oxford Advisory group should be on your radar.

Great priceFinancial planNet worth & cash flow analysis consultingEstate planning
karen13 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 10 months ago★★★★★

Been with Oxford over 3 years. Their performance has beat out our other investment advisory companies EVERY YEAR. We live staying interactive with them and of course their Christmas parties and philanthropic work.

Great priceFinancial planInsurance purchase consultingNet worth & cash flow analysis consulting
Fred2 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 10 months ago★★★★★

Great company

Great priceFinancial planNet worth & cash flow analysis consultingEstate planning
Crystal4 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 10 months ago★★★★★

Jacob is super helpful! Thank you for helping us understand tax implications.

Financial plan
Juan4 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

Rating only, no written review.

Great priceFinancial plan

Price

Not enough reviews with a price yet.

Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.

Great price 73%Reasonable 27%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan10—
Retirement-related financial consulting4—
Wealth management4—
Investment advising3—
Insurance purchase consulting3—
Net worth & cash flow analysis consulting3—
General investment consulting3—
Tax planning2—

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