OakWood Financial Services
Financial AdvisingHours:
190 Linden Oaks suite a, Rochester NY 14625 Hours
About OakWood Financial Services
At OakWood Financial Services, our experienced wealth advisors care for you like family and deliver personalized counseling to form long-lasting relationships. From building and preserving your wealth to enjoying the rewards of years of hard work, we’re here to guide you along the way. As an independent advisory firm, you can trust that our recommendations are designed to serve your best interests. We have been partnering with people like you in Rochester, New York and across the country for over 20 years, and are deeply focused on providing the kind of caring and thoughtful guidance you can count on to help reach your financial goals. OakWood Financial Services is not a lending institution and does not offer loans of any type.
Most Recent Reviews
February 2026
We are currently enjoying retirement thanks to precise planning with the Oakwood Group. Thanks to their guidance we are financially secure.
May 2025
Extremely professional, always accessible for any need or question. Stays on top of trends, etc and communicates concisely and regularly. Fantastic place to have your money grow!
August 2023
Excellent group. Have solid help advice fir finances. Easy to work with
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