Oxford Harriman & Company is a financial services firm offering comprehensive wealth management and investment strategies tailored to individual, family, and institutional clients. Affiliated with Wells Fargo Advisors Financial Network, the firm combines the personalized attention of independent advisors with the resources of a leading financial institution. The Clifton Park, NY office places a strong emphasis on building long-term client relationships through customized financial planning, retirement strategies, and portfolio management.

The team is known for its consultative approach, focusing on understanding each client’s financial goals, risk tolerance, and time horizon before crafting a tailored plan. Oxford Harriman & Company serves high-net-worth individuals, business owners, and professionals with services that span investment advisory, retirement income planning, and estate strategies. With a fiduciary focus, the firm prioritizes transparency and client-centric solutions.

The firm also maintains strong ties to the local community, engaging in philanthropic initiatives and supporting financial literacy programs. Their experienced advisors hold industry-certified credentials, bringing deep insight and discipline to every client relationship.

Website: https://oxfordharriman.com/saratoga-county/

Key Services:

– Comprehensive investment management
– Retirement planning and income strategies
– Wealth management and financial planning
– Estate and legacy planning
– Business succession and exit planning
– Risk management and insurance consulting
– Access to lending and banking solutions through Wells Fargo affiliates