About Us

Woods Financial Services was formed when Brad Woods saw a need for client focused investment services in his area. Brad started out his financial planning career with A.G. Edwards and Son’s, Inc. in St. Joseph, Michigan over a decade ago. He loved working with clients and believed in the A.G. Edwards philosophy of “being fully invested in your clients.” During the financial crisis of 2008, A.G. Edwards was taken over by two different banks and Brad noticed the focus slowly shift from the client to the bank and decided to do something about it. At that time, credit unions seemed to be the only place that still focused on the member, so he moved his clients with him to a large credit union in the Southwestern Michigan area. He was finally back in an environment that allowed him to place the clients best interest first. When that business model once again began to change, Brad thought the best way to prevent the ever-changing corporate models would be to start his own financial services business. In 2017, Woods Financial Services, LLC was formed with the focus being on client first service and education.

About Brad Woods, CRPC®

My wife Melanie and I have lived in Niles nearly our entire lives. We have raised four daughters and spent many years at various sporting events cheering them on. We also recently welcomed our first granddaughter into the world and love spending time spoiling her. I graduated with honors from Bethel College with a Bachelor of Science in Organizational Management. I also hold a Chartered Retirement Planning Counselor® designation from the College for Financial Planning to supplement my FINRA Series 7, 66 and life, accident and health insurance licenses.

If you ask me what I enjoy most about financial planning, it would be educating my clients. Too many times I meet with clients that have no idea how the process works or what an investment is. Clients are not usually looking for another teacher, but that education is what helps people understand why they are invested in certain tools as well as how to react when the media and markets might start to become driven by fear. My approach starts with a profiling meeting to determine the specific needs of every client. Each plan is then built specific to those needs without using proprietary products. Contact me today to experience the client first difference.

Woods Financial Services, LLC
1521 Orchard Lane
Niles, Michigan 49120
P: 269-262-4744
F: 269-520-0024
E: brad@woodsfinancialservicesllc.com
Get Directions

Check the background of investment professionals on FINRA’s BrokerCheck.

Woods Financial Services, LLC 1521 Orchard Lane, Niles, Michigan 49120

P: 269-262-4744, F: 269-520-0024, E: brad@woodsfinancialservicesllc.com

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Woods Financial Services, LLC. and Cambridge are not affiliated. 

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of IN, MI, OR, FL, and WI. The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Woods Financial Services, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Copyright © 2024
Woods Financial Services, LLC