Carolyn Smith

Administrative Assistant at Oxford Financial Partners - Deer Park, OH, US

Carolyn Smith's Colleagues at Oxford Financial Partners
Patrick Walsh

Partner, Senior Advisor, Chief Compliance Officer

Contact Patrick Walsh

Kim Stark

Family Wealth Advisor

Contact Kim Stark

Carolyn Smith's Contact Details
HQ
513 469-7014
Location
Cincinnati, Ohio, United States
Company
Oxford Financial Partners
Carolyn Smith's Company Details
Oxford Financial Partners logo, Oxford Financial Partners contact details

Oxford Financial Partners

Deer Park, OH, US • 5 - 9 Employees
Financial Services

In short, people hire us for 3 things:• Clarity - a written financial plan, which we call the Financial Wellcheck• Confidence - a proven investment system, which we call Power of 5 Investing®• Catalyst - a partner who will serve as a catalyst to get things doneAs a firm we are:• Fee-Only - Our sole source of compensation are the fees paid to us by our clients. No commissions.• Fiduciary - We are legally required to place our clients' interests ahead of our own at all times.• Fiercely Independent - We work only for our clients. No brokerage firm, no parent company, no middleman.

Finance Financial Services Financial Advisory Services
Details about Oxford Financial Partners
Frequently Asked Questions about Carolyn Smith
Carolyn Smith currently works for Oxford Financial Partners.
Carolyn Smith's role at Oxford Financial Partners is Administrative Assistant.
Carolyn Smith's email address is ***@oxfordfp.com. To view Carolyn Smith's full email address, please signup to ConnectPlex.
Carolyn Smith works in the Financial Services industry.
Carolyn Smith's colleagues at Oxford Financial Partners are Harrison Wolfe, Patrick Walsh, Kim Stark, Tyler Henderson and others.
Carolyn Smith's phone number is 513 469-7014
See more information about Carolyn Smith