Oakwood Wealth Partners
Irvine, United States (US) · Finance and Banking
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#retirement planning
#financial planning
#pension coordination
#investment planning & consolidation
#insurance & risk management analysis
#estate planning strategies
#tax reduction strategies
#college funding planning
#business succession planning
#employee benefits
Oakwood Wealth Partners is a trusted financial planning firm based in Irvine, California, dedicated to helping individuals and families achieve their long-term financial goals.For over thirty years, our practice has grown from a single financial planner, to a large family practice with eleven planners and a staff of ten.
Overview
For over thirty years, our practice has grown from a single financial planner, to a large family practice with eleven planners and a staff of ten. We offer quality investment and insurance products and services from our local office in Irvine, California.
We specialize in retirement planning, investment consolidation, college funding, estate planning, and tax reduction strategies, providing comprehensive solutions tailored to each client’s unique needs. Our approach centers on building lasting relationships based on integrity, care, and a commitment to delivering exceptional service.
We strive for excellence as much as you do, offering a personalized and collaborative experience. We’re more than just financial planners—we’re your partners in building the future you want. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information .
Contact Details
Irvine, United States (US), 17400 Laguna Canyon Road
+1
Founded
1987
Company Type
Sole Proprietorship
Employees
20-30
Categories
Keywords
#retirement planning
#financial planning
#pension coordination
#investment planning & consolidation
#insurance & risk management analysis
#estate planning strategies
#tax reduction strategies
#college funding planning
#business succession planning
#employee benefits
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