Dan Schmitz, CFP
OakWood Financial Services
Certified Financial Planner in Rochester, NY
https://www.oakwoodaccess.com/
Address:190 Linden Oaks, Suite A
Rochester, NY 14625
About Dan Schmitz
Dan Schmitz is a financial professional at OakWood Financial Services located in Rochester, New York. Dan Schmitz holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Dan Schmitz provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Dan Schmitz190 Linden Oaks, Suite A
Rochester, NY 14625
Phone Number:
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Website:
https://www.oakwoodaccess.com/
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