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  • 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
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Powering your business with smart cash planning
Strike a balance with your business’ cash management
Business Ownership
Your home’s next chapter
Open communication can help your family navigate what your home represents and what comes next
Family & Lifestyle
Read
Read
Putting your digital life in order
How to include online services, important documents and digital family mementos in your estate plan
Technology & Innovation
Kevin Warsh
4/27/2026
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Fed chair confirmation hearing: a lot of noise, few new signals
4/24/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Critical updates could provide near-term market insights
4/24/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
How an HSA can be a powerful investment and retirement tool
Complement your retirement plan with a health savings plan for the things Medicare doesn’t cover.
Retirement & Longevity
Read
Preparing for a long and happy retirement
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
Retirement & Longevity
Earnings season poised to drive equity markets
4/22/2026
Raymond James Chief Investment Officer Larry Adam explains three key things to watch with first quarter earnings season underway.
Markets & Investing
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
A pivotal time for the Federal Reserve
4/20/2026
Raymond James Senior Investment Strategist Tracey Manzi examines how Kevin Warsh’s appointment could shape Fed policy outlook.
Markets & Investing

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

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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.

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