Oxford Investors LLC

Reiner Financial Group, based in Doylestown, PA, specializes in providing comprehensive financial planning services tailored to the various stages of clients' financial lives, including pre-retirement and retirement years. Their expertise encompasses investment strategies, tax management, and legacy planning to ensure clients achieve financial independence and create lasting impacts on their loved ones. Founded by Bill Reiner, a CERTIFIED FINANCIAL PLANNER, the firm aims to help clients navigate the complexities of transitioning from wealth accumulation to income distribution. With a focus on understanding each client's unique circumstances, they offer objective advice to foster stability and security throughout retirement. Generated from the website

Millham Companies Inc, located in Doylestown, PA, has been an independent insurance agent serving the Central Bucks community for over 40 years. The company is dedicated to building a stronger and safer community by offering affordable insurance solutions for auto, home, business, life, and health. With an impressive customer retention rate of 94% and average savings of $300 to $500, Millham Insurance prides itself on providing personal attention to its clients. Their commitment to the community is reflected not only in their services but also in their active support of local institutions and events. Generated from the website

UBS, through its integration of Credit Suisse, offers a comprehensive suite of wealth management, asset management, and investment banking services tailored for a diverse clientele that includes distinguished investors, families, and corporate institutions. The firm is committed to providing superior value through expert advice, execution, and a focus on sustainability and impact in the financial sector. With a keen understanding of global market trends and client needs, UBS delivers customized solutions and insights, ensuring that clients navigate the complexities of wealth management and investment opportunities with confidence. The firm emphasizes the importance of cybersecurity and client safety, actively alerting clients to potential fraud and promoting diligent communication practices. Generated from the website