Oxford Wealth Advisors LLC
-
481 Quantum Rd NE
Rio Rancho, NM 87124 - 505-891-9800
Hours
Chamber Rating
-
Justin Garcia
My only in person experience with Oxford was filing a claim. Mercy was able to meet with me on short notice and go over the paperwork. The company as a whole seems very concerned and helpful when it comes to client needs during a time of loss.
Aug 27th, 2023 -
Gayle Lopes
I have been a client since 2018, and it was one of the best decisions I ever made. Lynn has assembled a team of helpful, knowledgeable individuals who go the extra mile to assist. That has been especially important to me as I unexpectedly moved out of state, but still have the same amazing support as if I were at the home office! During this exceedingly challenging time of COVID and inflation I'm happy to say that the choices I made based on Oxford input have kept my funds both secure and earning significant interest! Lynn, himself, is calm, extremely informed and skilled, and has such a comprehensive understanding of all types of financial endeavors. Investments are not my strong point, but I can count on Lynn to explain in such a clear, concise way that I'm able to grasp whatever it is. I also greatly appreciate the camaraderie and interaction at the office and greatly miss the shred days, holiday pie pick ups and the like. I have felt welcomed and valued as a client and a person since the first time I came through the door. Highly, highly recommend.
May 26th, 2023 -
P.L. Holly
Wayne & I are so thankful when a Christian couple from our Church invited us to an Oxford event years ago. We were so taken by the friendliness of the Oxford Team that we scheduled an appointment with them and have been with them since. They dealt with us with open arms, professionalism and integrity. We love the fact that they are Christians and run their business that way just as we do in our business. We thank the Lord for Gage and Lindsey all the time, these two are amazing and very knowledgeable at what they do. They both make it very easy to work with Oxford Wealth. We deeply appreciate their expertise. Wayne & I both recommend Oxford Wealth to our clients, family & friends all the time.
Mar 22nd, 2023 -
Tamra Meador
Jan 2nd, 2023 -
Lynden Toliver
When my husband and I came to Oxford Wealth we had been involved in a very long-term mutual fund for over 25+ years. Markets had been changing we were looking for a reputable firm/person to give us some advice in managing our invested funds. After our first meeting with Mr. Thurgood, we knew that we had made the right decision. We have been clients with this firm for over 5 years and have never regretted our decision in placing our trust in this firm. The ENTIRE staff is extremely knowledgeable and are quick to answer any questions or concerns that arise. With all of the market's volatility the past few years our investments have still done well, and we feel truly blessed and have not regretted that we made the decision to place our trust and our financial well-being with this firm. Kathleen Toliver
May 31st, 2022
About
Oxford Wealth Advisors LLC
As a retirement and estate planning firm, Oxford Wealth Advisors specializes in creating comprehensive retirement plans to help lead to a comfortable future. Lynn B. Thurgood CLU, CAS, the founder of Oxford Wealth Advisors, has been in the Financial Services industry for over 35 years serving hundreds of clients throughout the state of New Mexico and the Southwest. We have assembled an exceptional staff and team of licensed financial representatives to assist you. At Oxford Wealth Advisors, we strive to use our experience, skill, and thorough understanding of your needs to build a portfolio that has the highest likelihood of helping you face future challenges with success and peace of mind.
Contact Info
- 505-891-9800
- [email protected]
Services
- Asset Protection
- Estate Planning
- Business Planning
- Educational Workshops
- IRA and 401(k) Rollovers
- Principle Protected Accounts Through Fixed Insurance Options
- Investment Planning
- Retirement Planning
- Income Planning
- Risk Management
- Corporate Benefit Plans
- Roth IRA Accounts
- Legacy Planning
- Tax Reduction Strategies
- Estate Preservation and Distribution
- Professionally Managed Investment Accounts
- Multi-Generational Asset Planning
- Life, Health, LTC, Disability, and Medicare Supplement Insurances
- Tax Free and Tax Advantaged Income Planning
- Gold and Silver
- Social Security Maximization
Questions & Answers
Q What is the phone number for Oxford Wealth Advisors LLC?
A The phone number for Oxford Wealth Advisors LLC is: 505-891-9800.
Q Where is Oxford Wealth Advisors LLC located?
A Oxford Wealth Advisors LLC is located at 481 Quantum Rd NE, Rio Rancho, NM 87124
Q What is the internet address for Oxford Wealth Advisors LLC?
A The website (URL) for Oxford Wealth Advisors LLC is: https://oxfordwealth.com/
Q What days are Oxford Wealth Advisors LLC open?
A Oxford Wealth Advisors LLC is open:
Friday: Closed
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 5:00 PM
Tuesday: 8:30 AM - 5:00 PM
Wednesday: 8:30 AM - 5:00 PM
Thursday: 8:30 AM - 5:00 PM
Q How is Oxford Wealth Advisors LLC rated?
A Oxford Wealth Advisors LLC has a 4.5 Star Rating from 21 reviewers.
Hours
Ratings and Reviews
Oxford Wealth Advisors LLC
Overall Rating
Overall Rating
( 21 Reviews )Justin Garcia on Google
My only in person experience with Oxford was filing a claim. Mercy was able to meet with me on short notice and go over the paperwork.
The company as a whole seems very concerned and helpful when it comes to client needs during a time of loss.
Gayle Lopes on Google
I have been a client since 2018, and it was one of the best decisions I ever made. Lynn has assembled a team of helpful, knowledgeable individuals who go the extra mile to assist. That has been especially important to me as I unexpectedly moved out of state, but still have the same amazing support as if I were at the home office! During this exceedingly challenging time of COVID and inflation I'm happy to say that the choices I made based on Oxford input have kept my funds both secure and earning significant interest!
Lynn, himself, is calm, extremely informed and skilled, and has such a comprehensive understanding of all types of financial endeavors. Investments are not my strong point, but I can count on Lynn to explain in such a clear, concise way that I'm able to grasp whatever it is.
I also greatly appreciate the camaraderie and interaction at the office and greatly miss the shred days, holiday pie pick ups and the like. I have felt welcomed and valued as a client and a person since the first time I came through the door. Highly, highly recommend.
P.L. Holly on Google
Wayne & I are so thankful when a Christian couple from our Church invited us to an Oxford event years ago. We were so taken by the friendliness of the Oxford Team that we scheduled an appointment with them and have been with them since. They dealt with us with open arms, professionalism and integrity. We love the fact that they are Christians and run their business that way just as we do in our business. We thank the Lord for Gage and Lindsey all the time, these two are amazing and very knowledgeable at what they do. They both make it very easy to work with Oxford Wealth. We deeply appreciate their expertise. Wayne & I both recommend Oxford Wealth to our clients, family & friends all the time.
Tamra Meador on Google
Lynden Toliver on Google
When my husband and I came to Oxford Wealth we had been involved in a very long-term mutual fund for over 25+ years. Markets had been changing we were looking for a reputable firm/person to give us some advice in managing our invested funds. After our first meeting with Mr. Thurgood, we knew that we had made the right decision. We have been clients with this firm for over 5 years and have never regretted our decision in placing our trust in this firm. The ENTIRE staff is extremely knowledgeable and are quick to answer any questions or concerns that arise. With all of the market's volatility the past few years our investments have still done well, and we feel truly blessed and have not regretted that we made the decision to place our trust and our financial well-being with this firm. Kathleen Toliver
Overall Rating
Overall Rating
( 21 Reviews )Write a Review
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