Oakwood Financial Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Oakwood Financial is a Financial Services company located in 7141 PA Route 873, Slatington, Pennsylvania, United States.

Find Oakwood Financial employees' phone numbers or email addresses

Oakwood Financial Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Germany
    1

Oceania
1

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  • Australia
    1

Oakwood Financial's Leadership

  • Stylized image of a person
    A. G.
    Owner
    Phone icon
  • Stylized image of a person
    D. S.
    Senior Wealth Advisor Founder
    Phone icon
  • Stylized image of a person
    J. M.
    Client Experience Manager
    Phone icon
  • Stylized image of a person
    R. B.
    Sr. Loan Officer
    Phone icon
  • Stylized image of a person
    A. V.
    Associate Investment Analyst
    Phone icon
  • Stylized image of a person
    J. H.
    Loan Officer
    Phone icon
  • Stylized image of a person
    L. G.
    Client Service Specialist
    Phone icon
  • Stylized image of a person
    T. D.
    Administration
    Phone icon

Oakwood Financial Employee Metrics

100%
50%
0%
2026
2025
2024
  • Consultant
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Oakwood Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. G.
    Owner
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    D. S.
    Senior Wealth Advisor Founder
    Phone icon
    UNITED STATES
    Oct 05, 2025
  • Stylized image of a person
    J. M.
    Client Experience Manager
    Phone icon
    United States
    Oct 18, 2024
  • Stylized image of a person
    R. B.
    Sr. Loan Officer
    Phone icon
    United StatesTexas
    Sep 11, 2025
  • Stylized image of a person
    A. V.
    Associate Investment Analyst
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    J. H.
    Loan Officer
    Phone icon
    United StatesTexas
    Oct 21, 2024
  • Stylized image of a person
    L. G.
    Client Service Specialist
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    T. D.
    Administration
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Oakwood Financial known for?

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Oakwood Financial operates in the Financial Services industry. The company's main headquarters is located in 7141 pa Route 873 Slatington, Pennsylvania 18080 United States. Explore Oakwood Financial's company overview page for more information.

What is Oakwood Financial's most common email format?

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Oakwood Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oakwood Financial email formats with LeadIQ.

How many employees does Oakwood Financial have currently?

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Oakwood Financial has approximately 4 employees as of January 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Oakwood Financial's key employees and leadership?

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As of January 2026, Oakwood Financial's key employees include:

  • Owner: A. G.
  • Senior Wealth Advisor Founder: D. S.
  • Client Experience Manager: J. M.
  • Sr. Loan Officer: R. B.
  • Associate Investment Analyst: A. V.

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