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Oak Road Wealth Management
- Financial Services
- Lees Summit, MO
About this business
Location details
229 SE Douglas St, Lees Summit, MO, 64063, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Dan helped me navigate my 401k beneficiary plan this summer. He handled my sensitive matter quickly and professionally. I couldn’t have gotten through the process without him! Thank you!
Dan manages my entire investment portfolio, and I couldn’t be more confident in his expertise. He clearly knows what he’s talking about, consistently offers sound advice, and always aligns his strategies with my investment goals. I trust him completely to make the right decisions for my financial future.
Dan recently helped me with my 401K. His patience, knowledge and willingness to answer my questions. Made the process a lot less stressful.
Dan and his team are extremely knowledgeable and professional. They are able to articulate complex investment strategies clearly in simple terms. Oak Road Wealth Managemt takes their fiduciary responsibility very seriously, and they always make data driven decisions with their clients' best interests as their primary focus.
With Dan’s retirement planning for my wife and I, we can truly enjoy our retirement years. We spend our savings knowing that our future is financially secure. I credit Dan with giving us this confidence in our future. Dan is knowledgeable and a great listener. He started helping us in 2016. I agree completely with his investment strategy, which takes the emotion and stress out of investing our savings. Marion Labs helped us build an abundant IRA and Dan is taking care of it very well. We are very happy with the growth of our... read more
Frequently asked questions about Oak Road Wealth Management
How is Oak Road Wealth Management rated?
Oak Road Wealth Management has a 5 star rating with 10 reviews.
When is Oak Road Wealth Management open?
Oak Road Wealth Management is closed now. It will open on Monday at 9:00 a.m.
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