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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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    • Retirement & Longevity
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The future of Social Security: What you need to know today
How Social Security’s anticipated shortfall may impact you down the road.
Retirement & Longevity
Staging in place: Future proofing in the present
If you plan to age in place, the best time to create a vibrant home you can grow old with is now. 
Retirement & Longevity
Read
Read
A well-orchestrated care team can offer coordinated support
Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity
Aging in Place Guide
10/26/2018
Retirement and Longevity
Longevity Planning Questionnaire
7/24/2018
Retirement and Longevity
Working With You To Simplify Medicare Decisions
7/24/2018
Retirement and Longevity
Healthcare Services You Can Depend On
7/24/2018
Retirement and Longevity
Tailored financial protections for your most important asset
7/24/2018
Retirement and Longevity
Advocacy in Your Time of Need
7/24/2018
Retirement and Longevity
Secure a plan for your family's future
7/10/2018
Retirement and 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

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