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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 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
Complete professionals in their overall business acumen related to money & wealth management. Their courtesy, kindness, compassion, low-pressure and willingness to listen in my opinion set them apart from all the other fiduciaries out there. Stand up guys!
Dan and the team at Oak Road Wealth Management are the very best in the financial planning business. They approach financial planning in a way that is interesting, engaging, and very specific to your needs. They genuinely care about you and your financial success. Look no further!
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 7 reviews.
When is Oak Road Wealth Management open?
Oak Road Wealth Management is closed now. It will open tomorrow at 9:00 a.m.
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