This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
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 is an incredible resource for getting a framework in your financial journey. Stand up guy who is willing to walk you through every step of the way. Highly recommend!
The Staff at this company were extremely helpful and patient. They explained everything clearly and helped me through my 401k process.
Highly recommend Oak Road wealth management! DAN has changed the game when it comes to financial planning making it a very easy and seamless transition to work with him and his team. They have top notch customer service, follow up on specific questions that are unique to my account and easy to understand as I am planning my future.
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.
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 13 reviews.
When is Oak Road Wealth Management open?
Oak Road Wealth Management is closed now. It will open at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com