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Most women will be placed either by choice or personal circumstances in the position of being the key decision maker regarding their financial planning and investing. At OakWood, we’re known for building relationships on the fundamental elements of mutual trust, honesty and respect. This allows our clients to be an integral part of the planning process while feeling confident they can make informed decisions. Understanding the unique challenges women often face when planning for their future is our responsibility and we are committed to getting to know our clients individually. It is through OakWood Women’s Lunch (OWLs) that we have the opportunity and time to do just that.

We are pleased to announce that OakWood Financial Services has received the Women’s Choice Award® for Financial Advisors for the third consecutive year. This award is the only recognition program for well-qualified advisors who are committed to serving their female clients.

 

 

The Women’s Choice Award® (WCA®) Financial Advisor program was created by WomenCertified Inc., being listed is not an endorsement by them or their partners/affiliates and is no guarantee of future investment success. The award is based on 17 criteria: credentials, experience, regulatory history, etc. Advisors do not pay a fee to be considered or listed. WCA® Financial Advisors/Firms represent less than 1% of advisors in the U.S. As of February 2017, of the 815 considered for the Women’s Choice Award, 146 were named Women’s Choice Award Financial Advisors/Firms.  www.womenschoiceaward.com


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