Woodson Wealth Management
Woodson Wealth Management

Woodson Wealth Management

Top Pro

contact for price

Service type

Responds in about 3 min

Introduction: Al Faber, CFP®, ChFC®, CLU® Free 30-minute introductory meeting with an experienced CERTIFIED FINANCIAL PLANNER™ professional. No requirement to open an account or move assets. No upfront fee, no long-term commitment, no termination fees. Assistance with: organization, budgeting, cash flow, credit, debt, portfolio review, investments, estate planning, tax planning, IRA conversions, 401k/403b rollovers, planning for financial independence and retirement and more. I can coordinate and collaborate with other advisors, if desired.
Overview

Current Top Pro

Hired 17 times

Serves Brooklyn, NY

Background checked

License verified

6 employees

4 years in business

Payment methods

This pro accepts payments via Cash, Check, Credit card, Google Pay, and Zelle.

Unfortunately, you can't redeem Thumbtack discounts or pay this pro with referral credits.

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

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2023

Featured Projects

5 photos

Reviews

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

Exceptional 5.0

8 reviews

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Read reviews that mention:


pro avatar
Briana R.
4 weeks ago
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Hired on Thumbtack

Hired on Thumbtack

Al was great. The tool he provides to track your finances has been helpful for me to understand how I can take control over my cash flow and he provided ample guidance along the way. Highly recommend to anyone looking for financial guidance!
Personal Financial Planning
pro avatar
Misty M.
Nov 7, 2023
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Hired on Thumbtack

Hired on Thumbtack

My collaboration with Al as a Financial Planner has surpassed all my initial expectations. Initially skeptical, I can now confidently say that this has been one of the most prudent financial decisions I’ve made to date. Al’s sound financial advice and unwavering accountability have been invaluable. Importantly, Al refrains from employing aggressive sales tactics related to unnecessary financial products. I wholeheartedly appreciate the clarity and integrity Al brings to our professional relationship.
Personal Financial Planning
pro avatar
Guillaume S.
Sep 23, 2023
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Hired on Thumbtack

Hired on Thumbtack

After a few meetings with Al I feel so much less anxious about the financial projects and issues I came to him with. He takes his time to explain how to go about things, and make a plan.
Personal Financial Planning
pro avatar
Karla B.
Jul 10, 2023
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Hired on Thumbtack

Hired on Thumbtack

Working with Al was great! The fee-based, 30-day consulting period was perfect for our family. Al has a ton of focused, direct knowledge and guidance. He totally understands money as a tool for your current and future lives, and that finances can be emotional based on past experiences. With recognizing this he helped us come up with a game plan that we felt comfortable with and actually look forward to implementing. We felt as if one meeting was worth the fee we paid, yet he had two more (with the option of more) meetings in our 30 day period. We look foreword to working with Al for many years to come!
Woodson Wealth Management's reply
Karla thanks for taking the time to write a review and for the kind words. I'm also looking forward to a long and fruitful relationship.
Personal Financial Planning
pro avatar
Brenda M.
May 26, 2023
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Hired on Thumbtack

Hired on Thumbtack

No cost first consultation. Walked me through the process. Excellent customer service. Felt comfortable working with him. Highly recommended.
Wills and Estate Planning
Credentials
License

License Type: Investment Adviser Representative (NY)

License verified on 1/21/2023

Background Check

Albert Faber

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