Skip to content
OakWood Financial ServicesOakWood Financial Services
  • Home
  • About Us
    • About Us
    • What Makes Us Different
    • Mike McNaughton
    • Dan Schmitz
    • Greg Schuler
    • Traci Lewis
    • John Woodworth
    • Jeff Santillo
    • Allen Vitale
    • Melissa McNaughton
    • Christina Doody
    • Chris Cahill
    • Samantha Watt
    • Julie Mersdorf
    • Chacora Abrams
    • Denise Ash
    • Rushell Grant
    • Justin Janssen
    • About Raymond James
  • Our Services
    • Our Services
    • Our Approach
    • Retirement Planning
    • Financial Planning
    • Investment Management
    • Estate, Charitable Giving & Trust
    • Business Planning
    • Investment Banking
  • Our Clients
    • Our Clients
    • Private Wealth
    • Retirees
    • Pre-Retirees
    • Families & Individuals
    • Women Investors
    • Business Owners
  • Resources
    • Resources
    • Client Access Videos
    • Planning Tools
    • Resources
    • Calculators
    • WorthWhile
  • Community
  • Contact Us
    • Contact Us
    • Schedule a meeting
    • Event RSVP
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • OakWood Financial Services
    190 Linden Oaks, Suite A Rochester, NY 14625 P: 585.787.6870 F: 585.267.7189
    Map and Directions Map and Directions
  • OakWood Financial Services
    81 Main Street, Suite 101 Geneseo, NY 14454
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Technology & Innovation
  • Media
    • Newsletter
Infographic: Navigating your Medicare enrollment
Whether you’re approaching Medicare eligibility for the first time or considering changes to your existing plan to better suit your needs, this guide will help you prepare for enrollment and navigate your options.
Retirement & Longevity
Seven ways to boost your savings
Discover smart options to grow your savings.
Retirement & Longevity
Read
Read
Sibling relationships: The building blocks of family structure
Understanding how early connections nurture emotional and social growth
Family & Lifestyle
Infographic: The ABCs of 529 plans
Give your education savings a head start with a 529 plan. These flexible, tax-advantaged investment accounts can help families save for future education expenses. Here are the basics.
Family & Lifestyle
The fragmented future of sports streaming
Live sports viewing has entered a new era of choice and complexity.
Family & Lifestyle
Read
Things to consider for first-time homebuyers
Homeownership can seem daunting, but a financial checkup can set the right path.
Family & Lifestyle
Read
Three questions for evaluating the quality of your retirement life
Optimize quality of life in your retirement by answering these three questions
Retirement & Longevity
Read
The strategic side of debt

Why debt reduction should support – not define – your wealth strategy

Markets & Investing
Preparing for retirement as a family
7/30/2026
Three conversations to help parents and children plan for the future
Retirement & Longevity
The new shape of the American family
An evolution of care, connection and independence.
Family & Lifestyle
Rediscovering joy through childlike living
Bringing small moments of play, wonder and rest back into daily life comes with big benefits.
Family & Lifestyle

Are you ready? Let’s uncover the possibility of working together.

OakWood Financial ServicesOakWood Financial Services
  • 190 Linden Oaks, Suite A Rochester, NY 14625
  • P: 585.787.6870
  • F: 585.267.7189
  • Map & Directions
  • Map & Directions
  • 81 Main Street, Suite 101 Geneseo, NY 14454
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Oakwood Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.