Wes Woods Financial has handled all of my finances since I lost my husband several years ago and…read morewas clueless about how to handle his 401k. I started there and was so pleased that within the year, I turned over other monies from stocks and maturing CD's to The Woods group to handle. I have always been very pleased with the results, with their openness in how to handle my account and with the speed with which I can access my money with no hassles. The reps have advised me on specific purchases within my portfolio so that I can get the most from my money plus they offered items with the best tax breaks. I have recommended WWF to several friends because I am so confident in what they offer and in how they run the business. iIt has really helped me and given me peace of mind as well as safety and growth in my finances.

My wife and I have been using Woods Financial to manage our retirement portfolio for a few years…read moreand have seen great results. Rachel is fantastic and we feel that treats our investments the same as she would her own. We agree with the philosophy approach taken. This year, we had Woods do our tax returns and was well pleased with that service as well.

I have worked with Ralph for several years now as my chief financial advisor and have always…read moreappreciated how accessible, responsive, and transparent he is as a F.A. He's helped us craft a plan to reach our goals, answered questions as they arose, and checked in as needed. I definitely recommend him to others looking for a trustworthy financial advisor.

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I was very impressed with this company. They provided me with information regarding a few…read moreretirement questions that I had, without trying to hard sell me on any products I didn't need. Honest, informative and straight forward. Highly recommended.

Great experience with this company. Terry and Jim provided a great amount of education to my spouse…read moreand I as we needed to roll over a 401k from an employer into our own account. They came to my house at a convenient time for me and were on time as discussed. I have nothing bad to say about this company and have recommended them to many people!

Liel was reasonable and showed up on time! She gave great advice and notarized my documents in the…read morecomfort of my home. Thank you for your assistance!

From the owner: Contact us for financial coaching. We do not sell investments…read more