Wood Tarver Financial (Schwab)

Terry Sims 

on Google

7 years ago

Kelly truly cares about my well-being. He has masterly guided me into retirement strategies and savings, and worked with my CPA to guide me into a beneficial tax bracket. Kelly and I had many meetings discussing what I wanted my retirement to look like, what was important to me in life and developed a financial wealth strategy to achieve that. When I discussed investments with him, he was honest about what he thought was a good investment and guided me away from investments that were not beneficial and would jeopardize our... read more

Sylvia Nierling 

on Google

5 years ago

If reviews are too long, you lose the audience. So I'll try to give Wood Tarver Financial the 5-Star Review they deserve without rambling too much! :) It's not an exaggeration to say that Kelly Wood, Eric Tarver and their INCREDIBLE team changed my life. I was able to retire from full-time work years before I ever thought it possible-and it's due to their expertise, commitment and genuine caring about me as a person. After growing increasingly frustrated with my current financial advisor, I gave Wood Tarver Financial a... read more

Annabel Lawrence 

on Google

6 years ago

Kelly really loves his wife and dogs. You should invest with him. 

SHAUNA FELLER 

on Google

3 years ago

If you need a financial planner this is the place to go.