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Oxford Advisory Group

3.0 (1 review)
Closed 9:00 am - 5:00 pm

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Services - Oxford Advisory Group

Current year tax preparation and filing

Estate planning

Inheritance planning

7 More Services

Insurance planning

Investment management

Past year(s) tax preparation and filing

Retirement planning

Audit and conflict resolution support

Tax planning

Trust planning

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2 months ago

Still waiting to make money. More fees than very conniving. Will tell you anything will not put it in right and takes forever to act.

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Fidelity Investments

Fidelity Investments

(8 reviews)

Town N Country

I have been a customer for forty years with Fidelity Investments, I went to this office and was…read moretreated like "shit" . I needed a Medallion Stamp applied to a form to sell stock which I have owned for years.

TUESDAY - Is anyone else having an issue with getting their money from Fidelity Investments? I'm…read moreabout over it with these folks. Going on six weeks now trying to get a check cut, made out to the correct party, and put in the mail. How many times - weeks apart - should I hear "It's pending" or "I'm not sure what happened." Glad I'm making the change away from using Fidelity! People, there are other places we all can use - and that's my experience and review. I have more to say but "It's pending!" #fidelity #moneymanagement #retirement FRIDAY UPDATE: What does "pending" mean? Well, still no $14K check from my Roth Account. Still no tracking number that was promised on Thursday (yesterday) when I followed up on the status. I doubt I'll get it today as promised. I've been lied to twice now. I guess it's still "pending." Pending means = Black Hole, no action, no customer service, and we'll get to it, when we get to it. I guess it's time to report a theft. Do a YELP review. Report to the Better Business Bureau. And maybe pitch as a news story. Going on 7 weeks now. I would STRONGLY recommend doing a rollover to a financial planner that cares about you as a person or business. #fidelity #financial #financialplanning #fidelityinvestments #consumeraffairs #betterbusinessbureau

Oxford Advisory Group - financialadvising - Updated June 2026

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