Joseph Geier, AGT - MAI Capital Management

Oxford Planning Group, based in Woodstock, MD, is an independent Registered Investment Advisor providing unbiased financial guidance to clients at every stage of life. With a focus on personalized advice and client education, their team of Certified Financial Planners is dedicated to helping individuals navigate changes, build wealth, plan for retirement, and secure their financial futures. Offering services such as Investment Management, Retirement Planning, Estate Planning, and Qualified Plan Consulting, Oxford Planning Group emphasizes the importance of adapting financial plans to each client's unique goals, risk tolerance, and investment time frame. By prioritizing client relationships and individualized strategies, they strive to empower clients to make informed decisions and achieve long-term financial success.Generated from the website

The advisor listed is an Ameriprise financial advisor in Ellicott City. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. How will you be brilliant? I can help.I'm not only in the business of helping you pursue your wealth. I'm also in the business of helping you grow your financial confidence in the future. I'll help you balance pursuing your dreams for tomorrow with what you want today. We'll use our exclusive Confident Retirement approach, which begins with a straightforward conversation about your financial goals. I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant.

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