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Rio Grande Valley, Texas Financial Planners:
Comprehensive Financial and Retirement Planning
Oxford Asset Management is an investment advisory firm specializing in financial planning and retirement planning. We provide Comprehensive Financial Plans, Retirement Planning, Investment advice and Asset Management. The McAllen office provides comprehensive financial strategies based on based on biblical wisdom designed to enrich the lives of clients across the wealth spectrum in these key areas:
- Financial, retirement, estate, and trust planning
- Investment management and solutions
- Family office services
- Philanthropic counsel and strategies
- Business consulting
- Institutional Client Services
To provide personal, customized financial planning services and investment advice to individuals, families, and businesses in the Lower Rio Grande Valley,Texas. With offices around the country, we serve clients across the wealth spectrum in almost all 50 states. Every client story is unique. We would love to begin a conversation about your circumstances and discuss the best way we can serve you.
James G. Palumbo is the founder and principal of Oxford Asset Management, LLC, as well as a Private Wealth Advisor for Oxford’s clients. With 30 years of industry and management experience, Jim has a proven track record of serving clients with excellence. Utilizing the extensive depth of resources at Oxford, Jim’s clients are provided with quality expertise in every area of personal and corporate finance, including estate and retirement planning, tax planning and preparation, and philanthropic counsel. Mr. Palumbo is focused on leading clients towards financial peace of mind through wise and objective counsel. His desire is for his clients to be free to invest their lives in what matters most.
Born in Detroit, Michigan, Mr. Palumbo graduated from Lakeshore High School in 1979 and went directly to Pinecrest Theological Seminary in New York. He went on to found Impact Personal Development Co., a New York consulting firm specializing in management training before bringing his experience to the Financial Services industry and launching Oxford in 1995. He is active in his community and the ministry he founded, EvangAlliance, Inc.
Jose G. Longoria Jr. graduated from Roma High School in 1971 and attended Texas A&I University from 1971-1974. Prior to his financial career; Mr. Longoria worked in energy from 1977-1992, with Sunoco and Valero. Mr. Longoria entered the financial industry in 1995 and is registered in Texas with licenses in: Life and Health, Joe held his NASD Series 6, 63 and 7 prior to focusing entirely on his Investment Advisory Practice.
Claudia Navarro, Bookkeeper
Phone: Extension 2
Claudia earned her Masters degree at the University of Monterrey and brings her experience as a bookkeeper to help Oxford clients acheive financial peace of mind and spend their time pursuing the things in life that matter most. She helps clients integrate bookkeeping and tax into the comprehensive financial plans and for business owner who wants to maximize the business’s assets through better strategic planning and stewardship. Ms. Navarro brings her unique warmth and intelligence to everything she does.
3827 N. 10th St, Suite 104
McAllen, TX 78501
Mon. - Fri. 9-4
Phone: (956) 618-5600
Fax: (956) 467-5374
Toll Free: (866)-56-MONEY