What separates OakWood Financial Services from others is the personal connections we share with our clients. Mutual trust is built by listening to what you hope to accomplish and then providing you with the knowledge and guidance needed to feel secure in making the financial decisions to get there. OakWood was founded in 1999 as an independent firm with the overriding principle to prioritize our clients’ best interest. Whether you are retired, preparing for retirement, experiencing a life change, or accumulating for college, our advisors offer their own area of specialization to help meet your planning and implementation needs. Interested in hearing more? Reach out to have a complimentary conversation with an advisor today. 585-787-6870 Locations: 190 Linden Oaks, Suite A, Rochester, NY 14625 (Primary) 26 E South Street, Geneseo, NY 14454 This communication is strictly intended for individuals residing in the states of: AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, NJ NH, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network, Member www.finra.org - www.sipc.org, a Registered Investment Adviser. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html