What separates OakWood Financial Services from others is the personal connections we share with our clients.  Mutual trust is built by listening to what you hope to accomplish and then providing you with the knowledge and guidance needed to feel secure in making the financial decisions to get there. OakWood was founded in 1999 as an independent firm with the overriding principle to prioritize our clients’ best interest. Whether you are retired, preparing for retirement, experiencing a life change, or accumulating for college, our advisors offer their own area of specialization to help meet your planning and implementation needs.

Interested in hearing more? Reach out to have a complimentary conversation with an advisor today. 585-787-6870

www.oakwoodaccess.com

HQ: Rochester, NY but work with a variety of clients across the USA.

Rochester Office: 190 Linden Oaks, Ste. A Rochester, NY 14625
Geneseo Office: 81 Main Street, Suite 101, Geneseo, NY 14454

The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. Securities and Advisory Services offered through Commonwealth Financial Network, Member www.finra.org - www.sipc.org, a Registered Investment Adviser.

OakWood Financial Services

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