OakWood Finanical Services

  • Financial Services
  • Rochester NY
  • 8 employees
  • Financial Services
Employee Directory Email Format Management Departments
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Company Overview

Website
oakwoodaccess.com
Employees
8
Industry
Financial Services
More Details

Financials & Stats

Revenue

$10B

More Financials

Recent News & Media

Oakwood Financial Services sets the standard for personalized wealth planning

  • Jun 2, 2025
  • rbj.net

Finalists announced for 2025 Business Person of the Year awards

  • May 28, 2025
  • rbj.net

Greater Rochester Chamber’s Small Business Council affiliate announces 2025 Business Person of the Year Awards Finalists

  • May 27, 2025
  • greaterrochesterchamber.com

Wayne County manufacturer enacts tariff mitigation plan

  • May 12, 2025
  • rbj.net

At the half-century mark, MMB+CO continues to innovate in accountancy

  • Mar 31, 2025
  • rbj.net

Jake Sadwick | Allied Financial Services, Inc.

  • Mar 4, 2025
  • rbj.net

Who is OakWood Finanical Services

OakWood Financial Services is an independent financial services firm based in Rochester, New York. The company is employee-owned and operates five of employees. OakWood offers financial guidance to individuals and families in various life stages. Their advisors specialize in areas such as retirement planning, college savings, and wealth accumulation. OakWood Financial Services distinguishes itself through its commitment to personalized client relationships built on trust and open communication. They aim to empower clients to make informed financial decisions by providing them with the knowledge and support they need. To schedule a complimentary consultation with an advisor, potential clients can call 585-787-6870.

Company Leadership

Gerard Rys

VP of Operations

Phone Email

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FAQ

What is the location of OakWood Finanical Services's headquarters?
The headquarters of OakWood Finanical Services are situated at 190 Linden Oaks, Rochester NY
What is OakWood Finanical Services's official website?
The official website of OakWood Finanical Services can be found at oakwoodaccess.com.
What is OakWood Finanical Services's current revenue?
As of September 2023, OakWood Finanical Services's annual revenue reached $10B.
How many employees does OakWood Finanical Services currently have?
OakWood Finanical Services employs approximately 8+ people as of September 2023
Which industries is OakWood Finanical Services primarily operating in?
OakWood Finanical Services operates in the following industries: Finance, Credit
Who is the VP of Operations of OakWood Finanical Services?
OakWood Finanical Services's VP of Operations is Gerard Rys

Employee Directory

Key Employees

Julie Mersdorf

Director of Client Experience

Phone Email