Client Service and Information Specialist
I help gather all the information needed for your meetings and am your go to person for general service related requests.
Candidate for CFP® certification
I assist in building the comprehensive plans that your financial advisor creates based on your personal circumstances and goals.
OakWood Financial Services
1680 Empire Blvd, Ste. 400
Webster, NY 14580
Telephone: (585) 787-6870
Fax: (585) 787-6871
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