Oakwood Financial Services

At OakWood Financial Services, we're dedicated to helping you achieve your financial goals and grow your tomorrow. As an independent financial firm, we're committed to serving your best interests and providing personalized counseling to help you plan for every stage of your life.

Our Mission

Our mission is to be your trusted financial partner, providing a comprehensive range of financial services to help you build and preserve your wealth. We believe in taking a holistic approach to financial planning, looking beyond investments and account basics to focus on how your entire financial situation impacts your life stage needs.

Our Services

Our team of experienced and dedicated advisors offers a spectrum of services designed to address your unique financial needs. From financial planning and investment planning to risk management and taxation planning, we'll work with you to create a customized plan that helps you achieve your goals. We also offer specialized services, including retirement and income planning, estate planning, and special circumstances planning.

Our process begins with a visual financial plan, where we'll organize your financial information into an easy-to-understand format. Then, we'll apply our knowledge and expertise to help you take advantage of the opportunities available to you. Our goal is to help you make informed decisions about your financial future, and we're committed to being with you every step of the way.

Our Team

Our team of advisors has earned advanced designations and has years of experience partnering with individuals like you in Rochester, New York, and across the country. We're proud to have been recognized with the Women's Choice Award for Financial Advisors consecutively since 2014, demonstrating our commitment to serving the unique financial needs of women.