Woodfield Financial Advisors
At Woodfield Financial Advisors, we provide straightforward advice to help you with your financial needs. We take the time to understand your goals and create a step-by-step plan to help you get there. Our first meeting is of charge and there's no pressure to buy anything.
Our clients have been trusting us for over 35 years because we invest their money wisely and provide honest, reliable financial advice. We look for ways to save on costs, reduce risk, lower taxes, and optimize investments. Plus, our small company provides you with personalized attention, while also having access to the expertise of a global, multi-billion dollar firm.
Our team is dedicated to helping you reach your financial goals. We have three Certified Financial Planner ® professionals and are a Fiduciary business. If you're interested in learning more, contact us to set up a meeting and see if we're a good fit.
Half of our clients are local and meet us in person at our office. The other half are clients from all over the country that we work with remotely. We are able to conduct business via phone, video chat, and secure online document uploads.
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Woodfield Financial Advisors
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