advisor-navigation-menu

Home
Who We Are
What We Do
Client Center
Contact Us
Account Login

Contact Us

form.antibot { display: none !important; } You must have JavaScript enabled to use this form.

Name: *

E-mail: *

Best number to be reached at: *

How did you hear about OakWood Financial Services?

Referred by:

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

Other

When is the best time to contact you between 9 a.m. - 5 p.m.?

Additional Information:

CAPTCHA

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

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

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

Directions to our Rochester office
Please enter your starting address to get customized directions to our office.

Starting from:

Ending at:

Directions to our Geneseo office
Please enter your starting address to get customized directions to our office.

Starting from:

Ending at:

This communication is strictly intended for individuals residing in the states of AZ, CA, 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