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: email@example.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.
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