What People love about this company
About Woodfield Financial Advisors, Inc.
We believe in providing simple, independent advice for your complex financial needs. No financial jargon or complicated manuals. You tell us your goals and we create a step-by-step plan to achieve them. There's no charge for our first meeting and no high pressure sales.
About Woodfield Financial Advisors, Inc.
We believe in providing simple, independent advice for your complex financial needs. No financial jargon or complicated manuals. You tell us your goals and we create a step-by-step plan to achieve them. There's no charge for our first meeting and no high pressure sales.
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Reviews
(4) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(4)
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Scott Vrabel
We have been clients of Jim for past 30+ years. I was able to retire this year at the age of 59 due to the investment strategy Jim provided throughout the years. Besides being a CFP, Jim is extremely knowledgeable in all facets of business. He presents all the different scenarios for you to make an informed decision while minimizing risk. Jim is someone you can definitely trust!! Services Financial planning, Retirement savings consulting, Investment advising
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Nadia Khatib
Martin was extremely helpful in helping me plan how to strategically set myself up for financial success in the future/for retirement and planning for a house. He also took the time to explain how various different savings accounts work. I never felt rushed and would gladly go back to him for any future financial questions! Services Retirement savings consulting
D
daria tsoupikova
Thank s to very informative advise of Martin, I was able to figure out the difficult deadlock financial situation. I appreciate the compassion, the listening and the support not only on financial level but also on human level. Martin was actively listening and helping to make informative decision. His professionalism and expertise laid out the map of possibilities for which I am extremely grateful. I immediately felt that I could trust Martin. Services Financial planning
P
Patricia Fletcher
As a recently widowed woman I found myself in a position of dealing with financial matters that were completely foreign to me. Jim and Don spent quite a bit of time helping me navigate the situation I found myself in. Jim answered all of … More
Photos
Reviews
(4) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(4)
S
Scott Vrabel
We have been clients of Jim for past 30+ years. I was able to retire this year at the age of 59 due to the investment strategy Jim provided throughout the years. Besides being a CFP, Jim is extremely knowledgeable in all facets of business. He presents all the different scenarios for you to make an informed decision while minimizing risk. Jim is someone you can definitely trust!! Services Financial planning, Retirement savings consulting, Investment advising
P
Patricia Fletcher
As a recently widowed woman I found myself in a position of dealing with financial matters that were completely foreign to me. Jim and Don spent quite a bit of time helping me navigate the situation I found myself in. Jim answered all of … More
D
daria tsoupikova
Thank s to very informative advise of Martin, I was able to figure out the difficult deadlock financial situation. I appreciate the compassion, the listening and the support not only on financial level but also on human level. Martin was actively listening and helping to make informative decision. His professionalism and expertise laid out the map of possibilities for which I am extremely grateful. I immediately felt that I could trust Martin. Services Financial planning
N
Nadia Khatib
Martin was extremely helpful in helping me plan how to strategically set myself up for financial success in the future/for retirement and planning for a house. He also took the time to explain how various different savings accounts work. I never felt rushed and would gladly go back to him for any future financial questions! Services Retirement savings consulting
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