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Timewise Financial
- Investment Service
- Woodstock, GA
About this business
WHERE PURPOSEFUL WEALTH CREATES MEANINGFUL LIVING Your life should be meaningful and driven by a purpose that inspires you daily. At Timewise Financial, we offer more than just money management. We help you define a clear purpose for your future, and implement a carefully crafted financial and investment plan that gives you the confidence to live a meaningful life. We handle investment management, taxes, trusts, estates, and insurance.
Location details
3380 Trickum Rd, Building 1200-200, Woodstock, GA, 30188, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:00 p.m. | |
| Tue | 8:00 a.m. to 4:00 p.m. | |
| Wed | 8:00 a.m. to 4:00 p.m. | |
| Thu | 8:00 a.m. to 4:00 p.m. | |
| Fri | 8:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I had an excellent experience working with Timewise, and more specifically my advisor Matt Atwood. He took the time to truly understand my financial goals and objectives, and cultivated a plan that truly fits those needs. His guidance has been invaluable in helping me make informed decisions about my investments and my future. Highly recommend!
Kate did a fantastic job in explaining everything that has gone on this year with my investments!! Very thorough with in helping with my long term goals!! Very happy to have her as my investment advisor!!
I was in an auto accident 5 years ago, and I talked to Matt Atwood today about how best to use my settlement money! He was kind, understanding, and dropped mad knowledge on me! I learned way more than I expected, and now I have a plan to move forward with confidence! Highly recommend.
A huge thank you to Matthew Atwood and TWF for helping me understand the steps I need to take to get ready for the next season of my life. Financial decisions related to retirement felt overwhelming, especially for me. Matt's personalized approach, professionalism, and expertise truly set him apart. He was able to breakdown complex financial concepts into understandable advice tailored to my individual goals and circumstances, which gives me peace of mind. I now know what I need to do and have gained valuable insights into r... read more
TimeWise Financial is a wonderful company that I have had the pleasure of utilizing for the past 5 years. I primarily work with Matthew Atwood, who is a brilliant and personable young financial strategist. Together we are planning out strategies to save for my retirement, and with the help of marvelous Matthew, it looks like I will be able to retire from my flourishing floral company 5 years earlier than I initially charted! Matthew is so trustworthy and reliable; I am so grateful for the wealth of financial knowledge he pos... read more
Frequently asked questions about Timewise Financial
How is Timewise Financial rated?
Timewise Financial has a 5 star rating with 44 reviews.
When is Timewise Financial open?
Timewise Financial is open now. It will close at 4:00 p.m.