WOODARD & CO ASSET MANAGEMENT GROUP INC
WOODARD & CO ASSET MANAGEMENT GROUP INC is a leading financial management firm known for providing expert financial solutions to clients. With a team of highly qualified and experienced financial advisors, the group strives to help individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial strategies based on client goals and risk tolerance
- Offers a wide range of financial services and products
- Empowers clients to make informed financial decisions through education and unbiased advice
- Continuously monitors and adjusts client portfolios to ensure they stay on track
Facts and Insights
WOODARD & CO ASSET MANAGEMENT GROUP INC has established itself as a trusted and reliable financial advisor by consistently delivering results for its clients. Here are some key facts and insights about the group:
| Assets Under Management | $1 billion+ |
|---|---|
| Number of Advisors | 25+ |
| Time in Business | 20+ years |
Financial Services Offered
As a full-service financial management firm, WOODARD & CO ASSET MANAGEMENT GROUP INC offers a comprehensive range of services to help clients build, grow, and protect their wealth. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The group caters to a diverse client base, including high net worth individuals, families, business owners, and institutions. They understand that each client has unique financial needs and goals, and they tailor their services accordingly.
Fees & Compensation
WOODARD & CO ASSET MANAGEMENT GROUP INC is committed to transparency when it comes to fees and compensation. They believe in a fee-only model, which means they do not earn commissions from the sale of financial products. This ensures that their advice is always unbiased and in the best interest of the client.
Background
The group was founded in 1998 by financial expert John Woodard. With a vision to provide top-notch financial services to clients, Woodard recruited a team of skilled and experienced advisors who shared his passion for helping others achieve financial success. Today, WOODARD & CO ASSET MANAGEMENT GROUP INC is recognized as a leader in the financial industry and continues to grow and expand its services.
Financial Advisor Disclosures to Know
As with any financial decision, it is important to be aware of any potential conflicts of interest or disclosures from your financial advisor. At WOODARD & CO ASSET MANAGEMENT GROUP INC, they are committed to transparency and always disclose the following:
- Any affiliated companies or products they may recommend
- Any fees or commissions they may receive
- Any potential conflicts of interest
- Any past disciplinary actions or complaints
In conclusion, WOODARD & CO ASSET MANAGEMENT GROUP INC is a reputable and trustworthy financial advisor that puts its clients’ needs first. With a team of experts, a range of services, and a commitment to transparency, they are dedicated to helping clients achieve their financial goals and securing their financial future.