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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 |
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.
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.
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 11 reviews.
When is Oak Road Wealth Management open?
Oak Road Wealth Management is open now. It will close at 5:00 p.m.
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