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
Wood Wealth Group
About
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
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2021
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Exceptional 5.0
13 reviews
5
100%
4
0%
3
0%
2
0%
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Read reviews that mention:
Holly F.
Jan 19, 2021
Geoff has gone above and beyond to help us manage our portfolios for my husband and I and our children. He has taken the time to explain everything to us in a way that allows us to fully understand where our money is. He genuinely cares about our future and that of our children. Not only does Geoff look after our money accounts he also has recommended car and home insurance and life insurance companies to get us the best value for what we need right now. I highly recommend working with Geoff and the Wood Wealth Group!
Chau V.
Jun 25, 2021
Hired on Thumbtack
Kevin Bonacci is very nice and friendly. He talked to me all the time we were staying at his office; and he did the notarization quickly and professionally. I strongly recommend him for his notary service. Thanks, Kevin.
Details: 3 signatures • At the pro’s location
Notarization
Elizabeth D.
May 12, 2021
Hired on Thumbtack
I hired the Wood Wealth Group to help me work through a confusing tax situation as part of my year-end return. They were detailed, responsive, creative problem-solvers and very thorough. I’m incredibly grateful!
Individual Tax Preparation
Becky M.
Apr 29, 2021
Hired on Thumbtack
Geoff was right on time which is much appreciated. He was very personable and friendly. He showed a lot of patience dealing with a few older clients today. I would definitely recommend him for any notary needs.
Details: 2 signatures • My home, venue, etc.
Notarization
Carolyn H.
Mar 31, 2021
Hired on Thumbtack
Responded to my request immediately and came out to my house for an outside signing. Appreciated the safety during COVID. Was punctual, professional, and very personable! Could not have asked for a better experience - so fast and easy. Have already recommended to others in town! Thank you!!
Details: 2 signatures • My home, venue, etc.
Notarization
Credentials
Background Check
Christopher Wood