Skip to content
Menu
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
Erin Singleton
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
WorthWhile
Community
Contact Us
Contact Us
Schedule a meeting
Event RSVP
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
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
Markets & Investing
Topic
Sustainable Investing
Media
Article
Prepare for proxy voting season
Understand the power of your vote in shaping your investments.
Read
Markets & Investing
Values-based investing for the faithful
Faith-based investing has ancient roots and many modern, well-researched options.
Read
Markets & Investing
Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Read
Business Ownership
Load more
Load more