Who We Are
Our Mission: To help our clients work towards building and preserving their assets while
helping them work towards their financial goals.
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
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 H. Woods, 388 S. Main Street, Suite 400, Akron, OH 44311
Financial Planning in Business, Personal, Estate, and Tax Advantaged Investments.
Securities offered through LPL Financial, Member FINRA/SIPC.
Woods Associates is not affiliated with LPL Financial.
Representatives of LPL Financial do not offer tax advice.
Consult your tax professional on all tax matters.
The LPL Financial Representative associated with this site may only discuss and/or transact securities business with residents of the following states:
CA, CT, FL, IL, MA, NY, NC, OH, VI, WV