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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 |
I was moved into a group with a very large investment company after my Fiduciary investor of 15 years retired. I was very unhappy with the way they were investing my money that included my having to pay large amounts of taxes at the end of the year. I am already retired with no additional money to invest, a smaller amount of investments to work with, plus after being retired for 16 years, I have started taking a monthly payout. I wanted an advisor who was local. Oak Road was willing to take me on with my small account. First... read more
I talked to a super nice and friendly knowledgeable guy who greeted me. He was well aware of what I was going through and helped me navigate. Thank You
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.
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 15 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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