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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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Despite headwinds, fundamentals remain strong
5/22/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Despite headwinds, fundamentals remain strong
5/22/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Read
Living history: The power of presence
Finding purpose and pleasure through docentry.
Family & Lifestyle
Updated S&P 500 target: three key drivers
5/20/2026
Raymond James Chief Investment Officer Larry Adam discusses the key drivers behind the updated year-end S&P 500 target.
Markets & Investing
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
View
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Read
Inflation persists as the Fed Chair's term expires
5/18/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Inflation: Is this time different?
5/15/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Key challenges ahead for new Federal Reserve leadership
5/15/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity

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.

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