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Oxford Advisory Group

4.9 ★★★★★ · 151 Google reviews · 2 photos
Financial consultant · Orlando, FL

Oxford Advisory Group at a glance

Google reviewers rate Oxford Advisory Group 4.9 out of 5 based on 151 reviews, noting that the owner responded to only 1% of them. Clients frequently praise the firm’s knowledgeable staff, clear communication, and helpful educational seminars regarding retirement planning, investments, and tax strategies. While many describe the team as professional and responsive, a small number of low-star reviews criticize delayed initial contact and perceived high-pressure sales tactics during events.

  • Google rating: 4.9 out of 5 from 151 reviews (97% five-star).
  • Reviews on this page: 151 Google reviews (96 with written comments, 1 with photos).
  • Owner responses: the business replied to 1% of reviews.
  • Most recent review: October 9, 2026.
  • Service: Retirement Planner serving Orlando, Florida.

Data from Google, last updated October 28, 2026.

Photos

Customer reviews

4.9
★★★★★
151 reviews on Google
5★146
4★1
3★0
2★0
1★4

Reviews from Google, shown as published (original wording, unedited).

What customers talk about

We read 96 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.

  • “Professional, knowledgeable, and genuinely helpful.”
  • “Jacob and the Oxford Advisory Group is professional and thorough and has provided excellent service to me and our family.”
  • “…rd Advisory Group to our family—and did so with confidence—and would absolutely recommend them to friends as well.…”
  • “It means a lot to work with a team that I trust to make great investment decisions so I have no worries for the future.”
  • “I especially appreciate how they focus on education and take the time to explain different options so you can make informed financial decisions.”
  • “The Oxford Team is responsive, friendly, professional!”
  • “He explained in great deal about how to plan and help revise our financial situation for our retirement.”

People customers mention

  • Clermont 3 reviews
  • Dixon 3 reviews
  • Luke 3 reviews
  • Shea 3 reviews

praise complaint · found by our text analysis, Google review wording unchanged.

Jobs customers hired them for — from Google's service tags and the review text
Team members customers mention
Filter by topic — each topic is highlighted in the reviews in the same color
Lou GrippoLocal Guide · 20 reviewsTotal number of Google reviews Lou has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Great firm, everyone is very educated and pleasant to talk with.

Susan MoellerLocal Guide · 16 reviewsTotal number of Google reviews Susan has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

I highly recommend Oxford Financial Advisors. They are a tremendous wealth of knowledge when it comes to retirement planning, savings, and investments. I especially appreciate how they focus on education and take the time to explain different options so you can make informed financial decisions. Professional, knowledgeable, and genuinely helpful.

  • Services: Financial plan
Kara DellaRoccoLocal Guide · 65 reviewsTotal number of Google reviews Kara has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Oxford is great the team was knowledgeable and helped with any confusion I had, I found the seminars very informative and I feel like I learned a lot from them. I’d definitely recommend Oxford

Joseph PusateriLocal Guide · 11 reviewsTotal number of Google reviews Joseph has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Trent’s efforts were stellar! Very succinct and well versed in all aspects of!!

  • Price assessment: Reasonable price
Celestine Gregory2 reviewsTotal number of Google reviews Celestine has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Jacob and the Oxford team helped us feel more secure about our retirement.

David Woolford6 reviewsTotal number of Google reviews David has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Jacob and the Oxford Advisory Group is professional and thorough and has provided excellent service to me and our family. The value and service has been fantastic! Highly recommended!

  • Price assessment: Great price
  • Services: Financial plan
Dee Woolford4 reviewsTotal number of Google reviews Dee has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Jacob and the Oxford Team have walked me through every question I’ve had with lots of patience, giving me great advice and peace about the future. It means a lot to work with a team that I trust to make great investment decisions so I have no worries for the future.

  • Price assessment: Great price
  • Services: Financial plan
Allison Lemon6 reviewsTotal number of Google reviews Allison has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

I have been working with Jacob & Oxford team for the last few months and I couldn’t be happier with the communication and guidance I’ve received. I highly recommend the team!

  • Services: Financial plan
Alexandra Finnan3 reviewsTotal number of Google reviews Alexandra has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Oxford Advisory Group gave me a great experience when it came to planning my future. Their team is full of knowledge and genuinely committed to helping their clients succeed. Would highly recommend!

Kimlinh Caputo1 reviewTotal number of Google reviews Kimlinh has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Great at planning about retirement and tax strategy.

  • Price assessment: Reasonable price
  • Services: Financial plan, Estate planning, Tax planning

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