Oxford Wealth Advisors, LLC
Santa Fe, New Mexico
Oxford Wealth Advisors, LLC is based in Santa Fe, New Mexico and provides investment advisory services to clients. The firm conducts business in English
View detailsAbout
Carson Wealth, based in Las Cruces, New Mexico, provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management. Team members hold the CLU credential, and Spanish-language services are available.
Specialties
Firm details
- Languages
- Spanish
- Hours
- Sunday: Closed, Monday: 8AM-4PM, Tuesday: 8AM-4PM, Wednesday: 8AM-4PM, Thursday: 8AM-4PM, Friday: 8AM-4PM, Saturday: Closed
- SEC registered
- No
Professional credentials
CLU
Chartered Life Underwriter
Insurance and risk management expertise, especially life insurance planning