Wood Wealth Group
Wood Wealth Group

Wood Wealth Group

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Introduction
Wood Wealth Group prides itself on the following: Team-based Approach Our Commitment to our Clients -Trusted and Knowledgeable Advice -Personalized Approach -Proactive and Timely Service Long Term Relationships Due to our attention to detail, staying proactive with regular contact, we are able to help our clients navigate the complexities of financial planning. Our customized plans make sure our clients understand the common roadblocks and to avoid them in order to achieve their goals.
Overview

Hired 23 times

Background checked

15 employees

12 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, and Venmo.

Top Pro status

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2021

Projects and media

2 photos

Projects and media

2 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

13 reviews

5
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Marisa C.
May 30, 2018
Chris helped me plan for upcoming student loan payments and helped me invest in my future.
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Sara G.
Jan 18, 2021
My advisor from Wood Wealth Group has exceeded my expectations. He is extremely responsive and walked me through the financial planning process with great detail. I now feel comfortable with my financial plan.
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Holly F.
Jan 19, 2021
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Rich M.
Mar 16, 2021
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Hired on Thumbtack

Hired on Thumbtack

on time, prepared, very professional

Details: 1 signature • My home, venue, etc.

Notarization
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Preeti R.
Jan 20, 2021
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Hired on Thumbtack

Hired on Thumbtack

They did not have too many restrictions on the type of documents they notarize. Really simple and easy

Details: 5 signatures • My home, venue, etc.

Notarization
Credentials
Background Check

Christopher Wood

FAQs

  • What is your typical process for working with a new customer?

    Our Process - Identify and Prioritize Your Goals - Gather Data - Analyze Your Situation - Propose Solutions - Implement Your Plan - Review Progress

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