personal financial professional

At Woodfield Financial Advisors, we provide straightforward advice to help youinvestments. Plus, our small company provides you with personalized attention, while also having access to the expertise to helping you reach your financial goals. We have three Certified Financial Planner ® professionals and are a Fiduciary

setup for new businesses, business tax return preparation, personal financial statements and litigation support. In addition, we are

ensure the best outcome for each individual's personal financial and tax needs. We offer a variety of

, bookkeeping, bill pay), practice financial consulting, personal financial planning, buyer representation in practice transitionsintegrate all aspects of our clients’ personal and business finances into a holistic clients are organized and experience greater financial progress, while eliminating any financial stress

, self-employed/freelance filing, multiple state filing, and personal financial planning. Business services include tax preparation for small

years of providing innovative financial services, brokerage products, personalized financial advising, retirement planning, and expert investment research. At

in helping individuals and businesses reach their financial goals by providing consultations, advice on tax- from monthly financial statements. Our team of professionals work with clients on an as-needed customer experience, working with clients to create a personalized financial plan that meets their short and long

functional and within budget. We have a pleasant personality, professional demeanor and a commitment to giving our clients

personalized advice and support on complex tax laws, accounting software training, estate and trust tax work, and financial planning. Our well-trained professionals are experienced in their field and

from all walks of life gain greater financial security by providing personalized credit repair services, business funding, and of their finances and shape their financial future. Our team of professionals has a wealth of experience in

is to assist individuals and families in crafting personalized financial plans that support their goals and values. Whether

that our clients require the freedom to create personalized financial portfolios and develop strategies that will see them

stock brokerage firms. They strive to offer clients personalized financial advice and retirement planning, as well as investment

advantage of a range of wealth management services, personalized financial advising, retirement planning and investment research. Additionally, complimentary

been committed to delivering high-quality investment services, personalized financial advice, retirement planning, and expert market research to

Investment Adviser Representatives provide support in developing comprehensive personal financial plans, including retirement funding, strategies for minimizing taxes

their personal financial philosophies. We pride ourselves on being able to provide tailored advice, with friendly and professional service

company offers a variety of wealth management services, personalized financial advising and retirement planning, as well as expert

Services, our mission is to provide unbiased and personalized financial and investment management services to individuals, families, and in the Park Slope neighborhood of Brooklyn, our professional team of Financial Planners, Retirement Planners, Money Managers

, it has grown to become a leading financial institution with 16 branches, 500,000 members mission is to provide its members with quality, personalized financial services and solutions, while upholding the highest , support and advice. Their team of experienced professionals is dedicated to helping customers make wise