Experts Reviews · Company report
Oxford Advisory Group 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 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

Oxford Advisory Group

Orlando, FL · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #42Position by Experts Score among all companies we track in this category. of 51 retirement planning · 4.9★ from 151 Google reviews

Report card

Percentile vs other retirement planning (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.

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 is better than 86% of retirement planning.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 is better than 78% of retirement planning.B
78
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 is better than 87% of retirement planning.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 is better than 100% of retirement planning.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 is better than 100% of retirement planning.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 is better than 40% of retirement planning.C
40

Reviews for your job

Customers hired Oxford Advisory Group for 3 kinds of job.

Oxford Advisory Group for financial plan

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.16
★ on this jobAverage stars on the reviews where the customer tagged this exact job (Google’s “Services” field).4.94
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: 85/100.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.#18 / 26
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 16 Google reviews tagged “Financial plan”

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
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
Kimlinh1 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. · 10 months ago★★★★

Great at planning about retirement and tax strategy.

Reasonable priceFinancial planEstate planningTax planning
Rick9 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★★★★★

Love that they think out of the box for investment opportunities

Great priceFinancial plan
ToddLocal Guide · 22 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 is a great advisory group for the pre retired, those in transition, and those individuals that are retired. No matter your situation Oxford can put you on the right path.

Great priceFinancial planInsurance purchase consultingMutual & index fund consulting
Karen2 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. · Edited 10 months ago★★★★★

Looking for a fiduciary to trust, met with several, decided on the Oxford group

Great priceFinancial plan+ Professionalism
Kammie10 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. · Edited 10 months ago★★★★★

Everyone is always friendly and helpful!!

Great priceFinancial plan
LindaLocal Guide · 17 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. · Edited 10 months ago★★★★★

Met at an open meeting in Clermont, FL in 2019 and have had nothing but positive things happening for us. Chris Dixon and his staff are always willing to answer any question whether over the phone or in person. You won't be disappointed in them.

Great priceFinancial plan+ Professionalism
Soraya5 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★★★★★

Thank goodness I found out what I didn’t know before it was too late! Oxford has me on the right track to protect my future!

Financial plan
Ellexandria4 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. · 11 months ago★★★★★

Great retirement planning and amazing service!

Financial plan
deborahLocal Guide · 11 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★★★★★

Rating only, no written review.

Financial plan
KenLocal Guide · 23 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★★★★★

Rating only, no written review.

Reasonable priceFinancial plan
Al2 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★★★★★

Rating only, no written review.

Reasonable priceFinancial plan
Vannetta6 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★★★★★

Rating only, no written review.

Reasonable 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 58%Reasonable 42%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan16—
Estate planning2—
Tax planning2—

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