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Oxford Retirement & Estate Planning Employee Directory

Financial ServicesArizona, United States11-50 Employees

Oxford Retirement & Estate Planning is a financial services firm located in Sun City, Arizona, at 10699 West Bell Road, with 11 to 50 employees. The firm designs financial plans for individuals and businesses to help them pursue and achieve their goals across life stages, including retirement. As independent advisors, they work with a broad network of financial providers to offer a wide range of products and services tailored to client needs. Insurance products are offered through Hybrid Retirement Solutions, LLC doing business as Oxford Retirement & Estate Planning, while investment advisory services are provided through AE Wealth Management, LLC; AEWM does not offer insurance. Dare to Retire U conducts educational events as an outside business activity.

Find Oxford Retirement & Estate Planning employees' phone numbers or email addresses

Oxford Retirement & Estate Planning Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Oxford Retirement & Estate Planning's Leadership

  • Stylized image of a person
    L. R.
    President And Investment Advisor Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. O.
    Founder, Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. O.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. R.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. R.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. C.
    Marketing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. V.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M.
    Principal
    Phone icon
    Mobile Phone

Oxford Retirement & Estate Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Oxford Retirement & Estate Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. V.
    Marketing Coordinator
    Phone icon
    Mobile Phone
    United StatesArizona
    Feb 16, 2026
  • Stylized image of a person
    L. D.
    Marketing Coordinator
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    V. S.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesArizona
    Jan 15, 2026
  • Stylized image of a person
    M. P.
    Receptionist/Processor
    Phone icon
    Mobile Phone
    United StatesArizona
    Jan 15, 2026

Frequently Asked Questions

What is Oxford Retirement & Estate Planning known for?

Minus sign iconPlus sign iconOxford Retirement & Estate Planning was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 10699 West Bell Road Sun City, Arizona 85351 United States; you can contact the main corporate office by phone at
+1-623-933-****
. Explore Oxford Retirement & Estate Planning's company overview page for more information.

What is Oxford Retirement & Estate Planning's most common email format?

Minus sign iconPlus sign iconOxford Retirement & Estate Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oxford Retirement & Estate Planning email formats with LeadIQ.

How many employees does Oxford Retirement & Estate Planning have currently?

Minus sign iconPlus sign iconOxford Retirement & Estate Planning has approximately 11 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Oxford Retirement & Estate Planning's key employees and leadership?

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As of May 2026, Oxford Retirement & Estate Planning's key employees include:

  • President And Investment Advisor Representative: L. R.
  • Founder, Wealth Advisor: M. O.
  • Owner: M. O.
  • Owner: W. R.
  • Vice President: L. R.

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