WF
Woods Financial
Votre partenaire de confiance pour une planification personnalisée de la retraite et des investissements à Chesapeake.
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Business
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Votre partenaire de confiance pour une planification personnalisée de la retraite et des investissements à Chesapeake.
Woods Financial est une société de conseil financier à gestion familiale, basée à Chesapeake, Virginie, dédiée à aider les clients à atteindre leurs objectifs de retraite et d'investissement grâce à un service personnalisé et pragmatique. L'équipe, dirigée par Lacy et Ian, allie expertise professionnelle et une approche chaleureuse et familiale, rendant une planification financière complexe accessible et confortable. Ils se spécialisent dans l'élaboration de stratégies de revenus sécurisés, la croissance du portefeuille et la sécurité financière à long terme, garantissant que les clients se sentent confiants et soutenus à chaque étape. Avec une évaluation de 5 étoiles, Woods Financial est reconnu pour ses conseils efficaces et passionnés ainsi que pour l'excellent service client.
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Des stratégies personnalisées pour sécuriser vos revenus et dépasser vos dépenses prévues pendant la retraite.
Gestion experte de portefeuilles, y compris les 401(k), pour faire croître vos actifs de manière efficace.
Conseil financier complet sur les options possibles, adapté à vos objectifs et préoccupations uniques.
Séances d'information dans des lieux locaux pour présenter les bases de la planification financière et les options.
Accompagnement continu et disponibilité pour toute question ou ajustement à votre plan financier.
Note globale
Braden Soika
Most down-to-earth financial company I have come across. I am on the younger side of their typical clientele, but they know how to break the ice and make you feel at home. Lacy and Ian seriously know what they're doing, and they do so with such high passion and amusement. Not just that, they are incredibly effective. Once you work with them, it will be hard to want to do business with anyone else. Absolutely recommending them to everyone I know.! Thanks, guys!
Tina Dubois
What a Fantastic team! Family run business has the best customer service, makes you feel like your part of the family. Truly professional and I trust them! I was a CPA for over 25 years and I can discuss issues with them and truly cherish their knowledge and get it done attitude. They have helped my portfolio grow and have realistically set me for my retirement. Go with the Woods!!!
Keith O'Malley
We had a pretty good start on our retirement plans before engaging Woods Financial to assist us. With their help we will be able to exceed our current monthly spend with secured income ensuring that our expenses will be easily met when I am ready to retire. They asked all the right questions and answered any concerns that we had along the way. My wife & I both enjoy working with Woods Financial and would recommend them highly.
liz copenhaver
We attended a meeting with Woods Financial at our public library. The information we received made us go home and look at our current investment accounts. We knew then that we wanted to meet further with Woods Financial and have them look over our accounts. They helped us understand what we needed to do to achieve our dreams during retirement. They are professional but made us feel comfortable in our decisions. We are know in our cabin in the mountains living our best life knowing Woods Financial is handling everything. We can call them anytime, with any concerns and they are right there to guide us. We feel like part of their family.
L Thomas
My husband and I had our first appointment with Woods Financial approximately two years ago. (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!) Neither one of us had any experience with financial planning. We had a little bit of money put aside in our 401(k)s and we weren’t sure how to make it work for us. The Woods Financial family is extremely understanding and patient and kind. They explained all of our options and when we were done we were confident we would ok in retirement. I recommend Woods Financial to anyone who asks me about how I went about preparing for retirement. I think my husband and I made the right choice!
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