ROGER F. WOODMAN JR. & CO.
ROGER F. WOODMAN JR. & CO. is a financial advisory firm that has been providing expert financial guidance to individuals and businesses for over 20 years. Led by financial expert Roger F. Woodman Jr., the firm is committed to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
ROGER F. WOODMAN JR. & CO. offers a variety of financial services that cater to the unique needs and goals of each client. The firm strives to provide personalized solutions and recommendations for each client’s financial situation. Some of the key takeaways of the firm’s services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
With their extensive knowledge and experience in the financial industry, the advisors at ROGER F. WOODMAN JR. & CO. are equipped to guide clients through various financial challenges, helping them make informed decisions that align with their long-term financial objectives.
Facts and Insights
ROGER F. WOODMAN JR. & CO. has been in business since 1999 and has established a strong reputation as a trusted financial advisor in the industry. The firm currently has over $500 million in assets under management and a team of highly qualified advisors dedicated to providing top-notch financial advice and services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 20+ |
Financial Services Offered
In addition to the previously mentioned key takeaways, ROGER F. WOODMAN JR. & CO. also provides a range of financial services to help clients achieve their financial goals. These include:
- Portfolio management
- Education planning
- Insurance planning
- Wealth preservation
- Business continuation planning
Client Types
ROGER F. WOODMAN JR. & CO. works with a diverse range of clients, including individuals, families, small business owners, and corporations. The firm strives to understand each client’s unique needs and goals, tailoring their services accordingly.
Fees & Compensation
ROGER F. WOODMAN JR. & CO. charges its clients a fee based on a percentage of assets under management. This fee structure ensures that advisors prioritize their clients’ financial success and work towards maximizing their returns.
Background
Founder and financial expert Roger F. Woodman Jr. has over 30 years of experience in the financial industry and holds various industry certifications. He is also a member of several professional organizations, including the Financial Planning Association and the National Association of Personal Financial Advisors.
Financial Advisor Disclosures to Know
ROGER F. WOODMAN JR. & CO. prides itself on providing transparent and ethical services to its clients. As such, the firm has no disclosures that need to be mentioned here.