Please note our privacy policy has changed. To view the policy, please go to https://corporate.thryv.com/privacy/

Details

Our commitment is to help you work towards achieving all your financial goals and to provide you with a "worry free" retirement. We provide our clients with outstanding service to help you reduce your taxes and protect your assets by utilizing numerous investment products and strategies, so we can help protect your lifestyle for a lifetime.

General Info

Wood Financial Group, LLC is an independent financial services company that helps our clients work towards achieving a secure retirement by utilizing proven strategies to reduce their tax liability and enhance their financial portfolio. We are dedicated to providing our clients with among the best products and services available. By utilizing what we call the trinity of services, we bridge the lack of communication many clients experience between the professionals that handle their money and taxes. Our comprehensive wealth management process includes: Tax Planning and Preparation Investment & Wealth Management Strategies Asset Protection and Estate Planning

HoursCLOSED NOW
Regular Hours:
Mon - Fri

Contact Info

Phone:

Main - 615-826-5749

Fax - 615-824-6786

Address:
181 E Main St Ste 7 Hendersonville, TN 37075
Email:

Reviews

Be the first to review!
Write a Review
Categories
Financing Consultants, Financial Planning Consultants, Tax Return Preparation, Tax Return Preparation-Business
Payment Options
check
Amenities
Our services range from basic tax planning to investment and retirement planning.
Accreditation

Better Business Bureau

Hendersonville Chamber of Commerce

AKA

Wood Tax Advisory Group Llc

Suggest an Edit
Are you the business owner?Claim This Business
Data provided by one or more of the following: Thryv, Data Axle, Yext.