Gunn Allen

Investments, Insurance & Financial Planning

 

Welcome to my website!
 
 
My name is Arnie Magid. I am an independent Financial Planner and Investment Consultant. My firm is Oxford Financial Services LLC, based in Suffield, CT. Focused attention, service, and dedication to excellence symbolize my commitment to my clients. My reputation has been built on and supported by the relationships I've cultivated over time. Those relationships are based on trust, integrity and honesty. Adhering to these principals has allowed me to work mainly on a referral basis in order to give my clients the level of excellence and service they deserve.

I help clients several areas:
 
1.      Investments: Mutual funds, stocks, bonds? Whatever is right for you! We specialize in fee-based Portfolio Design and Management Services. For new clients, we analyze your current portfolio and offer suggestions for moving forward with us. We offer mutual funds from many companies. 401(k) rollovers and IRA consolidations are our specialty!
2.      Financial Planning: We offer Fee-based Financial Planning/Forecasting to help project your investment, retirement, and insurance needs over time and suggest strategies to optimize your assets for you and your heirs.
3.      Insurance: Life, Disability, and Long-Term Care programs for all life stages
4.      Annuities: Variable and Fixed Annuity programs from a variety of insurance companies to meet your needs.
5.      Business Programs: We can provide Group Benefits such as 401(k) plans, SIMPLE & SEP-IRA's, Disability, Life & Health Insurance and other employee benefit programs, plus “Buy-Sell” Agreement funding solutions for business owners.
 
The first step in working together is a "discovery" meeting designed to be an introduction to what we do, how we work, and how we add value to the lives of our clients. Our goal is to understand your financial goals and help provide a sound strategy to get you there. Then we can work together to implement your plan. Email me or call me to schedule an appointment. Bring in your current investment statements and let’s review them!

"Most people don't plan to fail, but rather they fail to plan".  I look forward to being of service!

Biographical information:
I am a 14 year Suffield, CT resident. I grew up in New Jersey, and graduated from Lehigh University in 1978. I am Past President of the Lehigh University Alumni Club of the CT Valley. I am active in several civic and community organizations such as The Suffield Observer, Suffield Rotary Club, The Suffield Heritage Committee, plus the Chambers of Commerce of Suffield and North Central CT.

 
I hold FINRA Securities Registrations of Series 7, 66 & 24, plus I am licensed in Life and Health Insurance.
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GunnAllen Financial, Inc. is an FINRA registered securities broker-dealer and SEC Registered Investment Advisor registered in all 50 states. This web site is published in the United States for residents of the United States. GunnAllen Financial, Inc. is a member of the Securities Investor Protection Corporation (SIPC).  GunnAllen Financial Advisors may only conduct business with residents of the States and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local GunnAllen office for information and availability. Products and services mentioned in this web site may not be available in all states. To request information, contact your GunnAllen Financial, Inc. investment professional. GunnAllen Financial, Inc. is not soliciting business in any state or international jurisdictions where it is not registered. No statement within the website should be construed as a recommendation to buy or sell a security or to provide investment advice.
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