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Your experience working with us will likely be very different than other firms. We treat you as a partner, more than as a client. You will have an experienced wealth management advisor as your day-to-day contact, one who will always be available to discuss changes to your goals, investment strategies, answer your questions, and be by your side. We took a broken system and completely turned it on its ear. Our unique financial planning led approach considers income, tax brackets, retirement goals, estate plans, and current ass... read more
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
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
Kelly really loves his wife and dogs. You should invest with him.
If you need a financial planner this is the place to go.
Wood Tarver Financial (Schwab) has a 5 star rating with 6 reviews.
Wood Tarver Financial (Schwab) might be open. It requires an appointment.