Articles of Interest
An easy to use electronic or printable worksheet for current expenses and income.
A resource that provides information on industry terms.
All the numbers and information for 2018 in an easy to reference place.
Your Key Information
Organize and provide loved ones with necessary information in easy-to-use worksheets.
What, Why and When to Shred
Helpful information on documents to shred and see what should be saved and for how long.
OakWood Financial Services 1680 Empire Blvd., Suite 400, Webster, NY 14580 (Mailing address) • 26 East South Street, Geneseo, NY 14454 | P585.787.6870 | F585.787.6871