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Wood Wealth Group
Wood Wealth Group

Wood Wealth Group

$20
starting cost


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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 18 times

Serves Charlestown, MA

Background checked

15 employees

8 years in business

Payment methods

Cash, Check, Credit card, Venmo

Featured Projects

2 photos

Reviews

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

Exceptional 5.0

12 reviews

5
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Read reviews that mention:


Preeti R.

Notarization

They did not have too many restrictions on the type of documents they notarize. Really simple and easy
Jan 20, 2021
·
Verified
Becky M.

Notarization

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.
Apr 29, 2021
·
Verified
Elizabeth D.

Individual Tax Preparation

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!
May 12, 2021
·
Verified
Carolyn H.

Notarization

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!!
Mar 31, 2021
·
Verified
Crystal P.

Notarization

Very responsive, on time and customer service is great. Very helpful and informative.
Apr 7, 2021
·
Verified
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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