From building and preserving your wealth to enjoying the rewards of years of hard work, we're here to guide you along the way. Rely on our years of investing experience and skills to bring you a complete array of services to address your needs. We look beyond investments and account basics to focus on how your entire financial situation impacts your life stage needs.
We'll organize your financial information into an easy-to-understand visual. Then we'll apply our knowledge to help you take advantage of the opportunities available to you. As an independent advisory firm, you can trust that our recommendations are designed to serve your best interests. You can rely on our experience which comes from years of partnering with people like you in Rochester, New York and across the country.
We'll organize your financial information into an easy-to-understand visual. Then we'll apply our knowledge to help you take advantage of the opportunities available to you. As an independent advisory firm, you can trust that our recommendations are designed to serve your best interests. You can rely on our experience which comes from years of partnering with people like you in Rochester, New York and across the country.
Services
We have a reputation for building long-lasting and authentic relationships with our clients. We'll treat you like a member of our OakWood family, and we believe there's nothing more important than helping family members reach their goals. You'll take advantage of our firm's experience and thinking because we team up for you.
Our advisors have the experience to see what's on the horizon and the vision to help you plan for it. We strive to treat you with the same care we would extend to our own families' finances. Each member brings their own area of expertise to help the entire team meet all your management needs.
I founded OakWood Financial Services in 1999 because I felt strongly about helping my clients transition into retirement and enjoy financial independence without being limited to a set of proprietary products.I believe it's critical that I have the liberty to craft individualized plans built on investment strategies that are unique to each client's goals.
I founded OakWood Financial Services in 1999 because I felt strongly about helping my clients transition into retirement and enjoy financial independence without being limited to a set of proprietary products.I believe it's critical that I have the liberty to craft individualized plans built on investment strategies that are unique to each client's goals.
Because life is hectic, and this allows you to quickly schedule your appointment at your convenience with a few taps or clicks. This makes it easier for you to keep your reviews timely. An opportunity to stay home in your pajamas, multi-task during lunch, or avoid snowy roads. This option provides ultimate flexibility and allows us to share information real-time on your computer, tablet, or smart phone - provided you have an internet connection.
What separates us from others is the personal connections we develop with our clients. We'll take the time to listen and genuinely understand your goals. Wehave more than 20 years of experience providing the kind of caring and thoughtful guidanceyou can count on to help reach your financial milestones.
We're dedicated to supporting the programs and organizations that provide hope and resources to our community and beyond. Many of the causes we support have a very special connection to the members of our team. Habitat for Humanity builds because they believe that everyone - everywhere - should have a healthy, affordable place to call home.
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