Our Services

For nearly 35 years, Oakwood Capital Securities, Inc. has been working with clients to help determine your individual financial goals and then offering financial strategies in pursuit of that vision.  This step-by-step approach and our desire to offer the utmost in client service enable you to feel confident about your financial decisions. For more on our client-focused approach, click here. (jumps to Client-Focused Approach)


Our financial planning strategies include these core areas:

  • Retirement
  • Investment Manangement
  • Budgeting and Savings
  • Insurance (Life, Disability, Long Term Care)
  • Tax Analysis / Planning
  • Estate Planning
  • Education
  • Small Business Planning (Group Health, Pension, Profit Sharing)
  • Live Events (Marriage, BIrth, Home Purchase/Sale, Job Change, Divorce)

For more information about our financial products and services, please call us toll-free at 800-234-1287 or 952-935-4601. Or send an email to questions@oakwood-cs.com.