At Oakwood Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Winter Park, FL area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Oakwood Financial Group - Ameriprise Financial Services, LLC
Frequently Asked Questions About Oakwood Financial Group - Ameriprise Financial Services, LLC
What services does Oakwood Financial Group provide?
Oakwood Financial Group offers financial advisory services including family finances, wealth preservation, cash flow management, investments, intergenerational planning, investment management, sustainable investing, and estate planning.
Where is Oakwood Financial Group located?
Oakwood Financial Group is located at 101 S New York Ave, Unit 210, Winter Park, FL 32789, United States.
What are Oakwood Financial Group's business hours?
They are open Monday to Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Oakwood Financial Group?
You can reach them by phone at +1 407-241-4270 or email Mike.Lloyd@ampf.com.
Does Oakwood Financial Group offer online or onsite appointments?
Yes, Oakwood Financial Group offers both online and onsite appointments for your convenience.
Where can I find more information about the regulatory background of Oakwood Financial Group's advisors?
More information can be found on FINRA's BrokerCheck website.
What nearby services could complement my visit to Oakwood Financial Group?
Nearby services include financial advisors like Patrick R Buchanan and Adam Matthew Goldstein, law firms such as Cullen & Hemphill and The Maher Law Firm, and banks like Wells Fargo, all within easy reach to help with related financial or legal needs.
Are there any nearby places to relax or exercise near Oakwood Financial Group?
Yes, Barre3 gym and yoga studio and beauty spas like YMD Body Sculpt and The Lash Lounge are nearby, perfect for wellness activities before or after your appointment.
What nearby dining options are available around Oakwood Financial Group?
You can enjoy treats at the nearby Ice Cream Parlor, which offers ice cream, fast food, and smoothies.
How can the nearby hotel Co.World Winter Park assist me during my visit?
If you are visiting from out of town, Co.World Winter Park offers professional services and lodging nearby, making it convenient to stay close to Oakwood Financial Group.