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
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
11 years in business
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
Featured Projects
2 photos
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
13 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Marisa C.
May 30, 2018
Chris helped me plan for upcoming student loan payments and helped me invest in my future.
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.
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!
Rich M.
Mar 16, 2021
·
Hired on Thumbtack
Hired on Thumbtack
on time, prepared, very professional
Details: 1 signature • My home, venue, etc.
Notarization
Preeti R.
Jan 20, 2021
·
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