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Preferred Advisor:

Michael McNaughton

Daniel Schmitz

No Preference

Areas interested in discussing (Select all that apply.): *

Financial Planning

Retirement and Income Planning

Investment Planning

Risk Management Planning

Taxation Planning

Estate Planning

Special-Circumstances Planning

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Mailing Address:
OakWood Financial Services
190 Linden Oaks, Suite A
Rochester, NY 14625

Telephone: (585) 787-6870
Fax: (585) 267-7189

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Directions to our Geneseo office
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This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MS, NC, NH, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser.

OakWood Financial Services 190 Linden Oaks, Suite A, Rochester, NY 14625 (Mailing address)•26 East South Street, Geneseo, NY 14454 | P585.787.6870 | F585.267.7189