Oxford Financial Services

American Financial Management Group (AFMG) is an advisory firm dedicated to helping clients align their finances with their personal goals, particularly in the second half of their lives. With a focus on optimizing both time and financial resources, AFMG emphasizes a holistic approach to financial planning, ensuring that clients can pursue their desired lifestyles without the burden of financial stress. Committed to the Fiduciary Standard, AFMG prioritizes clients' best interests by providing unbiased advice rather than merely selling products. Their comprehensive services include financial asset analysis, retirement income planning, estate strategies, and more, all tailored to meet the unique needs and aspirations of each individual client. Generated from the website

Citco Fund Services, established in 1948, is a pioneer in the fund administration sector, providing a comprehensive range of customized solutions tailored to meet the unique investment objectives of clients across various industries. Their services encompass fund administration, direct lending, capital advisory, loan servicing solutions, and middle office solutions, all designed to help clients navigate complex operational challenges and achieve sustainable growth. With a strong commitment to building long-term partnerships, Citco emphasizes an operational framework that allows clients to focus on their core business goals. The company prides itself on its independent status and flat organizational structure, fostering a collaborative environment where innovative solutions are created to tackle clients' biggest challenges. Generated from the website

Primerica is a financial services company that has been dedicated to helping families save and invest for their futures since 1977. Through their broker-dealer, PFS Investments Inc., they offer solutions and services from some of the world's most recognizable companies, providing a wide range of products and programs to suit every individual's investment needs. Their goals-based investing approach helps families establish emergency funds, invest for the long term, and generate retirement income, ensuring a better financial future for their clients. With approximately 2.5 million client accounts, Primerica is committed to providing the highest-quality client experience and offers investments in mutual funds, annuities, and managed investments. They also provide various retirement plans for businesses, college savings plans, and tax-deferred accounts. Primerica partners with renowned investment companies in the industry, such as AIG, Fidelity, and Lincoln Financial, among others. Their financial professionals teach simple and easy-to-understand financial concepts, empowering individuals to achieve their financial goals.Generated from the website