Oxford Advisory Group logo

Oxford Advisory Group

Financial consultant · Orlando, FL · reviewed since 2021

How 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 55%86+46.9Reliability 24%78+18.9Value 14%100+14.1Replies to reviews 7%40+2.8Craft & service penalty87−1.3Experts Score= 81Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.81SCORE
AGradeLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#42 of 51 retirement planningPosition by Experts Score among all companies we track in this category. · better than 18%
4.9 ★★★★★ 151 Google reviews · 2 photos
97%five-star reviews
4.86★last 12 monthsAverage stars on reviews from the last 12 months only.
4%1–2★ in 2 yearsShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
1%reviews answered by the owner
Oct 2026latest review

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.

Score profile vs other retirement planning

Score per factor (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: replies to reviews.

Satisfaction86Reliability78Craft & service87Value100Momentum100Replies to reviews40Satisfaction: 86 (median 97)Reliability: 78 (median 97)Craft & service: 87 (median 100)Value: 100 (median 100)Momentum: 100 (median 100)Replies to reviews: 40 (median 55)
Oxford Advisory GroupRetirement Planning median0 = centre, 100 = best
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: 86/100 on this factor. Category median: 97.A
86
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: 78/100 on this factor. Category median: 97.B
78
Craft & serviceCraft & service · penalty only, up to −10 pointsGoogle 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: 87/100 on this factor. Category median: 100.A
87
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: 100/100 on this factor. Category median: 100.A
100
MomentumMomentum · penalty only, up to −10 pointsPenalises 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: 100/100 on this factor. Category median: 100.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: 40/100 on this factor. Category median: 55.C
40

Bar = this company · dark tick = category median.

Star ratings

151 Google reviews we collected

  • 5 stars14697%
  • 4 stars11%
  • 3 stars00%
  • 2 stars00%
  • 1 star43%

Praise vs complaints

Phrases our text analysis found in 96 written reviews

  • Praise9598%
  • Complaints22%

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

Price verdicts customers left with their Google review

  • Great price758%
  • Reasonable542%
  • Overpriced00%
  • Not sure00%

Topic share

How often each topic comes up in the written reviews

  • Staff & attitude3536%
  • Quality & results1718%
  • Would recommend1718%
  • Honesty & trust1212%
  • Communication1010%
  • Speed & response55%
  • Price & value11%

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.

Reviews for your job

Customers hired Oxford Advisory Group for 3 kinds of job. Pick one to see what they paid and said.

Recent reviews

SusanLocal Guide · 16 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 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.

Financial plan
KaraLocal Guide · 65 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★★★★★

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

David6 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. · 8 months ago★★★★★

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!

Great priceFinancial plan
Dee4 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. · 8 months ago★★★★★

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.

Great priceFinancial plan
Allison6 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. · 8 months ago★★★★★

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!

Financial plan
Alexandra3 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★★★★★

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!

Photos

Customer reviews

4.9 ★★★★★ 151 reviews on Google · rating breakdown

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

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

Oxford Advisory Group on Google Maps →

Business details