As one of New Mexico's premier retirement and estate planning firms, Oxford Wealth Advisors specializes in creating comprehensive retirement plans that lead to a comfortable future. Lynn B. Thurgood CLU, CAS, the founder of Oxford Wealth Advisors, has been in the Financial Services industry for over 24 years serving hundreds of clients throughout the state of New Mexico and the Southwest. Because of his focus on reducing risks and keeping assets protected, Lynn 'B' is known as "the safe money guy" to many of his clients. He has been widely recognized for his expertise and performance by, and is a member of, several financial industry and community groups including the National Ethics Bureau (NEB), the Better Business Bureau (BBB), the Society of Financial Service Professionals (FSP), the Million Dollar Round Table (MDRT) and the National Association of Insurance and Financial Advisors (NAIFA). Lynn has received the National Quality Award from NAIFA. Mr. Thurgood is also a member of SOFA - Society for Financial Awareness, a national non-profit organization that focuses on financial literacy for all ages. Through this organization and others, he is highly regarded as a speaker and educator and volunteers countless hours serving the public through FREE educational workshops. Our team has earned a reputation of having exceptional knowledge and integrity as well as having genuine concern for the well-being of our clients. We have assembled an exceptional staff and team of licensed financial representatives to assist you. At Oxford Wealth Advisors, we strive to use our experience, skill, and thorough understanding of your needs to build a portfolio that has the highest likelihood of helping you face future challenges with success and peace of mind.
View Top Employees from Lynn B Thurgood - Oxford Wealth AdvisorsWebsite | http://oxfordwealthnm.com |
Revenue | $8.6 million |
Employees | 2 (2 on RocketReach) |
Address | 481 Quantum Rd NE, Rio Rancho, New Mexico 87124, US |
Phone | (505) 891-9800 |
Fax | (505) 891-3252 |
Industry | Insurance, Finance General, Finance |
Competitors | Aim Wealth Partners, David Mullins Wealth Management LLC |
SIC | SIC Code 62 Companies, SIC Code 621 Companies, SIC Code 6211 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Lynn B Thurgood - Oxford Wealth Advisors employee's phone or email?
The Lynn B Thurgood - Oxford Wealth Advisors annual revenue was $8.6 million in 2024.
Lynn Thurgood is the President of Lynn B Thurgood - Oxford Wealth Advisors.
2 people are employed at Lynn B Thurgood - Oxford Wealth Advisors.
Lynn B Thurgood - Oxford Wealth Advisors is based in Rio Rancho, New Mexico.
The NAICS codes for Lynn B Thurgood - Oxford Wealth Advisors are [523, 52].
The SIC codes for Lynn B Thurgood - Oxford Wealth Advisors are [62, 621, 6211].