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OakWood Financial Services are financial advisors in Rochester, NY helping you with building wealth to enjoy the rewards of years of hard work.
- What We Offer
OakWood Financial Services offers a range of financial...
- Our Process
We offer you investment guidance while delivering something...
- Community
We assembled and sent 250 hygiene kits to service members...
- Oak Central
Learn how to maximize your savings through investment and...
- Financial Calculators
OakWood Financial Services 190 Linden Oaks, Suite A,...
- What We Offer
- Whitney & Company. Whitney & Company is the next firm on our list with millions in assets under management. The firm has multiple advisors on staff, and its president, William G. Shaheen, is a certified public accountant (CPA).
- Sage, Rutty & Co., Inc. is a fee-based firm with numerous advisors on staff. Certifications include certified financial planner (CFPs) and accredited investment fiduciary (AIF).
- Cobblestone Capital Advisors, LLC. Cobblestone Capital Advisors is a fee-only firm with a minimum account requirement of $1,500,000. There are several advisors on staff; certifications earned include chartered financial analysts (CFA), certified public accountant (CPA) and certified financial planner (CFP).
- Howe and Rusling, Inc. Howe and Rusling is the next firm on our list, with one chartered financial analyst (CFA) on its staff. You’ll need at least $500,000 in investable assets to be a client at this firm.
Through client-centered service, a depth of expertise, and a family-oriented approach, Horizon Financial serves as your personal guide in securing your future and achieving your goals.
2 days ago · It offers a wide range of financial investment services including estate planning, asset management, retirement planning, shareholder-operating agreements, and business succession planning. Its team utilizes a strategy where individual stocks and bonds are incorporated.
- You may check and assess the credentials of financial advisors in Rochester using online resources such as the National Association of Personal Fin...
- Although it is not necessary for the people of Rochester to work with one, doing so is advised. Local financial advisors are more familiar with the...
- Yes, financial advisors in Rochester may assist individuals in assessing the progress of their retirement plans and offering valuable recommendatio...
- Rochester residents may seek guidance and help from financial advisors if they encounter short-term financial challenges or require assistance with...
- Fee-only financial advisors in Rochester receive compensation solely from their clients and do not earn any commissions, ensuring they remain free...
- Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be bet...
- Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some example...
- There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types...
- Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down...
- Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expens...
Schaffer & Company Asset Management, Inc. is a SEC Registered Investment Advisor offering fee based investment advisory services, no commissions, no sales charges, unbiased information to guide you to financial independence.
J. Curtis Wealth Advisory Services is a full-service investment management & financial planning services practice, located in the heart of Downtown Rochester. J. Curtis Wealth Advisory Services is a subsidiary of LynnLeigh & Company, LLC, a Registered Investment Advisor.
Rochester. 1840 Winton Rd S, Building A Rochester, NY 14618. P: 585-244-9630 F: 585-244-9063
