Company Overview
- Headquarters
- 190 Linden Oaks, Rochester NY
- Website
- oakwoodaccess.com
- Employees
- 8
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is OakWood Finanical Services
OakWood Financial Services is an independent financial services firm based in Rochester, New York. The company is employee-owned and operates five of employees. OakWood offers financial guidance to individuals and families in various life stages. Their advisors specialize in areas such as retirement planning, college savings, and wealth accumulation. OakWood Financial Services distinguishes itself through its commitment to personalized client relationships built on trust and open communication. They aim to empower clients to make informed financial decisions by providing them with the knowledge and support they need. To schedule a complimentary consultation with an advisor, potential clients can call 585-787-6870.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |