Oakwood Capital Advisors, LLC - Fort Myers, Florida

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Oakwood Capital Advisors, LLC: A Comprehensive Overview

For individuals and businesses seeking expert financial guidance, Oakwood Capital Advisors, LLC stands as a reliable and highly-regarded firm. Located in Fort Myers, Florida, at 12995 S Cleveland Ave #160, and easily reachable at Phone: 2393500211, Oakwood Capital Advisors provides a comprehensive suite of financial planning services tailored to meet diverse needs.

About the Firm

Oakwood Capital Advisors is dedicated to helping clients achieve their financial goals through personalized strategies and proactive management. They prioritize building strong, long-term relationships based on trust and transparency. The firm operates with a client-centric approach, ensuring that every recommendation is aligned with individual circumstances and objectives. Their commitment to accessibility is evident in their various services and facilities, including online appointments and onsite services.

Accessibility and Amenities

Oakwood Capital Advisors understands the importance of accommodating all clients. The office is designed to be wheelchair accessible, featuring a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Furthermore, clients can schedule appointments with ease, and appointments are highly recommended to ensure dedicated attention. General facilities include restrooms.

Key Services & Specializations

While specializing in financial planning, Oakwood Capital Advisors offers a range of services designed to support clients throughout their financial journey. This encompasses areas such as:

• Tax Planning
• Retirement Planning
• Investment Management
• Estate Planning
• Business Financial Planning

Client Feedback & Reputation

Based on available feedback, Oakwood Capital Advisors consistently receives exceptionally positive reviews. The firm’s Google My Business profile reflects an impressive average opinion of 5/5, indicating a high level of client satisfaction. Clients frequently commend the team's knowledgeability, responsiveness, and proactive communication. Specifically, clients appreciate the firm's ability to provide timely updates, particularly in the lead-up to tax deadlines, and their willingness to address queries promptly, even during peak periods.

Contact Information & Resources

To learn more about Oakwood Capital Advisors, LLC and explore how their services can benefit you, we encourage you to visit their website: oakwoodca.com.

We strongly recommend contacting them directly through their website to schedule an initial consultation and discuss your specific financial needs. Their team is well-equipped to provide expert guidance and support as you work towards a secure financial future.

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👍 Reviews of Oakwood Capital Advisors, LLC

William K.

5/5

I use Leo and his team for my personal business taxes. Very knowledgeable and great to work with. Always keeps my informed and offers many helpful services like end of year planning for upcoming taxes to get the most out of my finances. I’ve referred several people to him and they’ve all been happy!

Jim K.

5/5

Leo and his team have taken care of my personal and business tax needs for quite a few years now. Always proactive in communicating with me well before deadlines and very responsive to my questions (even on tax day!!).

Kevin H.

5/5

Top professionals - backed by real experience and successful investment strategies.