OAKWOOD ADVISORY GROUP

Oakwood Advisory Group provides an open-investment platform for individuals and families to invest wherever their heart’s desire and not be bound to a mutual fund or stock their broker or advisor is restricted. Its goal is to educate and expand the mindset of the clients to look beyond stocks, bonds, and mutual funds and share with them other ways to invest. The company also provides financial planning, insurance planning, and work with CPAs and attorney to guide clients in tax and estate planning on a fee-based arrangement. As a Fiduciary, its duty is to always put the client’s interest first, be transparent, and work with the clients to make the best decision that is best for them and their situation.

#People #More