OakWood Financial Services provides personalized financial planning in the greater Rochester, New York, area based solely on what’s right for you, independent of product or service bias. We focus on helping you pursue your overall financial goals and guiding you through the complexities of meeting short-term objectives while saving and planning for your retirement. We have built our reputation on providing clients with the expertise and service they need to feel secure in making financial decisions. We invite you to contact us today to learn how we can help you integrate all aspects of your financial plan.
Michael R. McNaughton, CFP®, CLU®, CLTC, AIF® Daniel M. Schmitz, AIF®, CLTC