wiseradvisor

Richard Oxford
Richard Oxford Financial

Tel: (602) 697-7657
7010 E Acoma Dr
Suite 101
Scottsdale, AZ 85254

"Plan Early and Plan Often!""


About Richard Oxford Financial

Richard Oxford Financial is a boutique investment advisory firm based in Scottsdale Arizona. We help businesses and families with financial and insurance services using a personalized approach to growing wealth and minimizing your risk.

Our consultive approach to retirement planning and business exit strategy helps you prepare and implement a plan to best meet your needs.

Whether you need assistance with investment or retirement plan management, pension and social security planning, retirement income planning, insurance planning, wealth-transfer planning, long-term care planning/funding, or tax planning, we're here to help you, your family and heirs.

Our motto is, "Plan Early and Plan Often!"


General Information

Firm Start Year:   2004
No.of Employees:   2-4
Insurance License#:   8044921
States Licensed in:   AZ, CA, TX, NV, FL

Qualifications & Memberships

Insurance and Annuity Licenses:   Life , Health , Annuity , Long Term Care , Disability



Faqs

  • Do you have a customer satisfaction or refund policy? If a client is unhappy, I will do everything in my power to facilitate a smooth transition to their chosen new advisor
  • What are your qualifications? What is your education background? I have passed the SEC and Arizona required Series 65 (Financial Advisor) testing as well as insurance licensing.
  • What is your approach to financial planning? Consult, Prepare, Implement and Monitor. Quality plans are built around knowledge gained in the client consultation. No plan will survive without client buy in.
  • What services do you offer? Investment management. Planning for: Retirement income, saving for retirement, business retirement plans, insurance planning, long-term care planning, wealth-transfer planning and more. I am also an expert with fixed and variable annuities and proper exit strategies.
  • How many clients do you currently manage? 50
see more
Richard Oxford

Richard Oxford

Richard Oxford, a third-generation Arizonan, has had a blessed and interesting life. Accepted to the three Service Academies he applied to after high school, he eventually took a different path and graduated from Northern Arizona University. One of the highlights was running on the track team at Navy for two years.

Tough times in the late 70's sent him to work with his father in construction, eventually working as everything from a field hand to a superintendent working throughout the Southwest. Tiring of the travel he moved into project management eventually rising to a senior level and managing many large projects including the Eifel Tower replica in Las Vegas. He finished his construction career as VP of Operations for a very large steel firm.

Change call and he bought into one of the very first online colleges. Working as COO, he traveled to China and the Middle East in a business development role. He still has ownership.

Finally, he found his place as a financial advisor. His favorite business of many that he has enjoyed.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

All of Arizona

Social Networks

tweeter facebook linkedin google plus