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.