OakWood Financial Services

United States · 9 Employees
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

概述

国家 United States
成立时间 1999
总部 190 Linden Oaks Suite A, Rochester, New York, USA, 14625
电话号码 +1(585) 787-6870
网站 http://www.oakwoodaccess.com
LinkedIn http://www.linkedin.com/company/oakwood-finanical-services
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员工数 9
行业 financial services,
简介 OakWood Financial Services are financial advisors in Rochester, NY helping you with building wealth to enjoy the rewards of years of hard work.

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常见问题

OakWood Financial Services 在哪里?

OakWood Financial Services 的总部位于 190 Linden Oaks Suite A, Rochester, New York, USA, 14625

OakWood Financial Services 的电话号码是多少?

OakWood Financial Services 的电话号码是 +1(585) 787-6870

OakWood Financial Services 的官方网站是什么?

OakWood Financial Services 的公司官方网站是 http://www.oakwoodaccess.com

OakWood Financial Services 是做什么的?

OakWood Financial Services are financial advisors in Rochester, NY helping you with building wealth to enjoy the rewards of years of hard work.

OakWood Financial Services 的业务有哪些?

wealth management for women,college planning,strategic tax planning,personal financial planning,estate planning,wealth preservation planning,socially responsible & sustainable investing,investment management,wealth management,retirement planning

OakWood Financial Services 的年收入是多少?

OakWood Financial Services 的收入是 17150000美元

OakWood Financial Services 有多少员工?

OakWood Financial Services 有 9 名员工

OakWood Financial Services 属于哪个行业?

OakWood Financial Services 从事以下行业: financial services

OakWood Financial Services 使用什么技术?

OakWood Financial Services 使用的一些流行技术包括: Amazon AWS,Bootstrap Framework,CloudFlare CDN,CloudFlare Hosting,Drupal,Google Font API,Google Tag Manager,Microsoft Office 365,Mobile Friendly,New Relic,SparkPost,Varnish,YouTube,reCAPTCHA

如何联系 OakWood Financial Services?

OakWood Financial Services 联系信息: 电话号码:+1(585) 787-6870, 网站:http://www.oakwoodaccess.com, 邮箱:ema***@***.com

OakWood Financial Services 的社交媒体链接是什么?

OakWood Financial Services 领英:http://www.linkedin.com/company/oakwood-finanical-services,fackbook:,twitte:

OakWood Financial Services 是一家上市公司吗?

不是

OakWood Financial Services 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 OakWood Financial Services?

OakWood Financial Services 有 0 家投资者,包括 。

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