Oxford Financial Planners (Investment Advisor Representatives))

Financial Services • Durango, Colorado, United States • 1-10 Employees

Company overview

Headquarters	Durango, Colorado, United States
Phone number	+19703751291
Website	oxfordfp.net
NAICS	52
Founded	2004
Employees	1-10

Key Contact at Oxford Financial Planners (Investment Advisor Representatives))

Steve Pease

Owner Certified Financial Planner Professional

About Oxford Financial Planners (Investment Advisor Representatives))

Durango Financial Planners: Focused on providing comprehensive financial planning and retirement advice to Individuals, Families and Small Business Owners. Developing a customized financial plan, our financial advisors will walk you through a step-by-step process that will help make you feel confident in your financial goals. Call Dave Smiley CFP, Steve Pease CFP and Matt Hoaglin today. Established in Durango in 2004, we have always offered clients an alternative to the commission or stock broker world by delivering objective advice that is free of ulterior motives. We establish relationships with our clients through full disclosure and build lasting connections via education and communication. Stephen Pease, David W. Smiley and Matt Hoaglin are Investment Advisor Representatives with Dynamic Wealth Advisors dba Oxford Financial Planners. All investment advisory services are offered through Dynamic Wealth Advisors.

Oxford Financial Planners (Investment Advisor Representatives)) revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Oxford Financial Planners (Investment Advisor Representatives)) has never raised funding before.

Oxford Financial Planners (Investment Advisor Representatives)) Tech Stack

Discover the technologies and tools that power Oxford Financial Planners (Investment Advisor Representatives))'s digital infrastructure, from frameworks to analytics platforms.

SiteGround

Hosting

Site Kit

Analytics

Vimeo

Video players

jQuery

JavaScript libraries

PHP

Programming languages

Google AdSense

Advertising

WordPress

Blogs

Google Analytics

Analytics

Bootstrap

UI frameworks

Yoast SEO

SEO

Google Tag Manager

Tag managers

GoDaddy

Hosting

Frequently asked questions

Oxford Financial Planners (Investment Advisor Representatives)) is located in Durango, Colorado, US.

You can reach Oxford Financial Planners (Investment Advisor Representatives)) at +19703751291.

Oxford Financial Planners (Investment Advisor Representatives)) was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Oxford Financial Planners (Investment Advisor Representatives)) has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Oxford Financial Planners (Investment Advisor Representatives))

Steve Pease

Owner Certified Financial Planner Professional

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