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OakWood Financial Services logo — Delivering customized solutions that help build and preserve...

OakWood Financial Services

Delivering customized solutions that help build and preserve your wealth – we’re here to guide you along the way.

Founded 1999 United States Rochester, United States 13 employees

General Information

Company Name OakWood Financial Services
Founded Year 1999
Location United States Rochester, United States +1
Employees 13
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About OakWood Financial Services

OakWood Financial Services is an independent financial firm that has been delivering customized solutions since its founding in 1999. The company differentiates itself through personal connections with clients, prioritizing their best interests by providing tailored guidance and support. Whether clients are planning for retirement, facing life changes, or saving for college, OakWood's advisors specialize in meeting diverse planning and implementation needs. With its headquarters in the United States, OakWood offers its services across multiple locations, including 190 Linden Oaks, Suite A, Rochester, NY 14625 and 26 E South Street, Geneseo, NY 14454. The company emphasizes mutual trust and client-focused approach in every interaction, ensuring a personalized experience for each individual. While specific details about the latest investment and investors are not available, OakWood Financial Services continues to uphold its commitment to guiding clients toward wealth preservation and growth. The company's dedication to building strong relationships with clients and its focus on personalized financial solutions make it a notable player in the industry.

Taxonomy: Wealth Management, Investment Management, Financial Planning, Retirement Planning, Estate Planning, College Planning, Tax Planning, Sustainable Investing, Financial Advisory, Wealth Preservation, Client-Centric Services

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OakWood Financial Services Alternatives & Competitors

OakWood Financial Services vs
The Manning Companies
The Manning Companies United States

At The Manning Companies, we deliver creative, personalized financial solutions to growth-minded cli...

7 employees
Financial Services, Wealth Management
OakWood Financial Services vs
McNamara Financial Services, Inc.
McNamara Financial Services, Inc. United States

Honest. Knowledgeable. Professional. Welcoming. Family.

8 employees
Finance, Financial Services
OakWood Financial Services vs
Fitzgerald Financial Group
Fitzgerald Financial Group United States

Helping people live better financial lives.

15 employees
Financial Services, Wealth Management

FAQ About OakWood Financial Services

Delivering customized solutions that help build and preserve your wealth – we’re here to guide you along the way.
OakWood Financial Services was founded in 1999.
OakWood Financial Services is headquartered in Rochester, United States.
OakWood Financial Services has approximately 13 employees.
Top alternatives and competitors to OakWood Financial Services include The Manning Companies, McNamara Financial Services, Inc., Fitzgerald Financial Group, Kuhn Advisors, Inc., Summit Financial Group, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
OakWood Financial Services and The Manning Companies are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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