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ROTH IRA Conversions

Enjoy the benefits of tax-free conversions with our ROTH Conversion strategy.

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ROTH Conversions icon - tax-free retirement savings, BD Oxford Financial

Life Insurance

Protect your loved ones with tailored life insurance plans.

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Life Insurance icon - family protection, secure future, BD Oxford Financial

Charitable & Estate Planning

Ensure your legacy with strategic trust  planning. 

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Estate Planning icon - legal protection, legacy planning, BD Oxford Financial

Simplified Rollovers

Seamlessly transition your retirement accounts.

Simplified Rollovers icon - seamless retirement account transition, BD Oxford Financial

Index Annuities

Safety First. Secure your income with reliable annuity options.

Index Annuities icon - secure income, financial stability, BD Oxford Financial

 Market Investments

Diversify your portfolio with low-risk investments.

Market Investments icon - portfolio diversification, financial growth, BD Oxford Financial
Central Coast coastline - financial planning, wealth preservation, retirement planning, estate planning, BD Oxford Financial

Local and family operated on the Central Coast

 

Legacy | Community | Wealth Preservation

30 Years of Proudly Serving

The Central Coast

Comprehensive Financial and Insurance Services

At BD Oxford Financial, we offer a comprehensive range of financial and insurance services designed to help you achieve your financial goals and secure your future. Our expert team provides personalized solutions tailored to your unique needs. Explore our services below:

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