Woods Associates

Who We Are

Our Mission: To help our clients work towards building and preserving their assets while
helping them achieve the financial goals they have for their golden years.

Our Strategy: To work towards increasing cash flow and net worth while working towards
minimizing taxes for our clients.

Benefits To Our Clients:

  • Professional Perspective
  • Extensive Planning
  • Experience
  • Top Quality Personal Service
  • Strict Confidentiality
  • Certified Senior Advisor Certification

Our Financial Planning Process

  • Identify client needs and goals
  • Assist in design
  • Implement a plan of action
  • Monitor and revise the plan as needed

Our Staff (Click on pictures to learn more)

Theo Woods
Heather Dunbar
Jaime Wolfe

 

 

Theo H. Woods, 388 S. Main Street, Suite 400, Akron, OH 44311
Financial Planning in Business, Personal, Estate, and Tax Advantaged Investments
Securities offered through Mutual Service Corporation, Member FINRA/SIPC
Advisory Services offered through Woods Associates, a Registered Investment Advisor
Woods Associates is not affiliated with Mutual Service Corporation
Representatives of Mutual Service Corporation do not offer tax advice
Consult your tax professional on all tax matters