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