Woods Financial
(13 Reviews)
Insurance products are offered through the insurance business Woods Financial. Woods Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Woods Financial are not subject to Investment Advisor requirements.
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Highlights
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Accepts All Major Credit Cards
In Business Since 2008
Licensed, BBB Accredited
Sentiment Analysis
Working with Bob and Ian was a wonderful experience as I worked through getting a financial plan in place to retire comfortably in a few years.
Anytime I have a question they respond quickly and make sure I understand and am comfortable with the answer.
I would recommend them to anyone whether you are just starting to save, on the twilight of their career or retired.
They listen and ask questions, in order to fine tune your investments.
We are know in our cabin in the mountains living our best life knowing Woods Financial is handling everything.
(I had gone to one of their seminars and felt comfortable that I would not be made to feel like an idiot at my first appointment!
I really knew very little about investing, and the Woods family was so easy to work with.
We have been with Bob and Ian for a couple of years now and have received nothing short of outstanding responses to every financial question we've had.
Bob and Ian have guided my personal retirement investments and those of my associates with excellent and profitable returns.
Great company, very professional, always looking at what is best for their clients.
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