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Woodard Wealth Management

Financial planner in Burleson, TX (show on map)
Google 4.7
★★★★★
3 reviews

Woodard Wealth Management offers all-encompassing investment services for clients, focusing on retirement, investing, and business planning with a fiduciary approach.

Call (817) 600-5959
Navigate to Visit website
Woodard Wealth Management website

About

Woodard Wealth Management offers all-encompassing investment services for clients. As a financial advisor and fiduciary, I strive for a high-level of customer satisfaction.

When my clients are truly confident in their financial well-being, I have done my job. All of us have different needs and goals. It takes transparency, a personal relationship and time to put together a suitable strategy and to continue to manage it going forward. From planning your retirement to working toward growing your personal wealth to planning for your family's future, I am your local, experienced advisor & fiduciary. Whether you are a veteran of success or are just starting your investing journey, I can help you work towards your goals and help to pursue them over time. If you're retiring, changing jobs, been laid off or let go, you need to explore your choices to be able to make smart, informed decisions. Please call my office today and schedule a free consultation. Don't waste more time just thinking about it. Start planning your financial future today.

Fiduciary Approach
Personalized Financial Strategies
Local Expertise in Burleson, TX

Services

Investments

Fiduciary Accounts, Municipal Bonds, Corporate Bonds, Common Stock, Treasury Bills, Government Securities, Treasury Notes, Mutual Funds, Exchange Traded Funds, Fixed Annuities, Indexed Annuities, Variable Annuities, Real Estate Investment Trusts

Financial Planning

Retirement Plan Rollovers, Brokerage Accounts, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, 401k Planning, 403b Planning, College Plans, Estate Plans, Money Management, Trust Accounts

Insurance

Life Insurance, Long Term Care Insurance

Credentials & Certifications

Series 7
Series 63
Series 66

Reviews

Google
Rating
4.7
★★★★★
Reviews
3
"He's straight forward and very knowledgeable."

Contact Woodard Wealth Management

Woodard Wealth Management
Category
Financial planner
Wheelchair Accessible
Call (817) 600-5959

Opening Hours

Sunday
Closed
Monday
9 am–5 pm
Tuesday
9 am–5 pm
Wednesday
9 am–5 pm
Thursday
9 am–5 pm
Friday
9 am–3 pm
Saturday
Closed

Location

Location of Woodard Wealth Management, 240 E Renfro St #202, Burleson, TX 76028 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Woodard Wealth Management?

Reach out today to schedule a consultation.

(817) 600-5959

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