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OakWood Financial Services is an independent firm providing personalized financial planning in the greater Rochester, New York area. We focus on helping you pursue your overall financial objectives and guide you through the complexities of meeting short-term goals while preparing for your retirement. Our independent status allows us to determine what is in your best interest, free from proprietary products or strategies. We have built our reputation on providing clients with the expertise and service they need to feel secure in making financial decisions. We invite you to contact us today to learn how we can help you integrate all aspects of your financial plan.

Michael R. McNaughton, CFP®, CLU®, CLTC, AIF®            Daniel M. Schmitz, AIF®, CLTC

*The Women’s Choice Award® (WCA®) Financial Advisor program was created by WomenCertified Inc., being listed is not an endorsement by them or their partners/affiliates and is no guarantee of future investment success. The award is based on 17 criteria: credentials, experience, regulatory history, etc. Advisors do not pay a fee to be considered or listed. WCA® Financial Advisors/Firms represent less than 1% of advisors in the U.S. As of July 2017, of the 807 considered for the Women’s Choice Award, 139 were named Women’s Choice Award Financial Advisors/Firms. www.womenschoiceaward.com