Woodson Wealth Management - Ramona, California

Woodson Wealth Management, located at Address: 1672 Main St, Ramona, CA 92065, United States, is a well-established financial services company that has been serving its clients with exceptional financial planning, consulting, and investment management services for many years. With a Phone: 8589234500 and Website: woodsonwm.com, this company has made it easy for potential clients to get in touch and learn more about their services.

As a financial planner, Woodson Wealth Management specializes in helping individuals and businesses create customized financial plans that are tailored to their unique needs and goals. Their team of experienced financial consultants works closely with clients to understand their financial situation, risk tolerance, and long-term objectives, and then develops a comprehensive plan to help them achieve those goals.

As an investment company and service provider, Woodson Wealth Management offers a wide range of investment options, including stocks, bonds, mutual funds, and ETFs. Their team of investment professionals has the knowledge and expertise to help clients make informed investment decisions and maximize their returns.

One of the standout features of Woodson Wealth Management is their commitment to accessibility and inclusivity. Their office is fully wheelchair-accessible, with wheelchair-accessible parking, entrance, and toilet facilities. They are also LGBTQ+ friendly and welcome clients from all walks of life.

Woodson Wealth Management has received numerous positive reviews from satisfied clients, with a Average opinion: 4.8/5 based on 19 reviews on Google My Business. Many clients have praised the company's knowledgeable and professional staff, as well as their personalized approach to financial planning and investment management.

If you are looking for a reliable and trustworthy financial planner, consultant, or investment service provider, Woodson Wealth Management is an excellent choice. Their team of experienced professionals, convenient location, and commitment to accessibility and inclusivity make them a standout in the industry. To learn more about their services and how they can help you achieve your financial goals, be sure to visit their website or give them a call today. Recommendation: Contact them through their website for a personalized financial plan and investment strategy.

Reviews of Woodson Wealth Management

Nichole Buchholz

5/5

Jamie and the team are great! When I was searching for a financial planner, I met with about 5 different people. Jamie was personable and professional, a combination I needed to feel comfortable talking money. Jamie provides insights and recommendations in a digestible way; the steps are clear and easy to action off. Overall, I feel so much better knowing I am making the right choices for me right now, and I feel confident that Jamie has helped me identify when I need to level up as my financial situation evolves.

Laurie Wann

5/5

After working with several financial reps over the years with little to no communication it’s so refreshing to work with Jamie and feel like we have a real partnership when it comes to managing our finances. He is smart, savvy and personable and has made several solid recommendations. He offers the full package, from investment planning, long and short term budgeting (especially helpful as we transition into retirement), estate planning, and more. He’s very hands-on and in my experience he has over-delivered on our expectations in every way. I recommend Woodson Wealth Management unequivocally!

Jenna K.

5/5

Jamie and his team are wonderful! As a young professional, finding a good financial planner was an extremely hard and daunting task but Jamie and his team made the process so easy. They make the whole experience enjoyable and easy to understand. I would highly recommend Jamie and his team to anyone.

Jenell Jackson

5/5

Jamie has been an invaluable asset for me in divorce process. Navigating finances and life after divorce is daunting. Jamie has been integral in helping me take control of my spending and make decisions that have helped me work toward being able to navigate my life as a single mother. I have goals to work toward that I know will help me in the long term to be able to support myself and my children independently and I could not have done that without Jamie's knowledge, support, and assistance.

Elena Konzelman

5/5

Jamie was a wealth of knowledge, and was able to explain how to begin the process of restoring your financial health after a divorce to our audience in a really concise and relatable manner. A great person to work with, can't recommend enough!

Ayannah Buford

5/5

Jamie is great! He provides the unclose and personal touch for managing my finances that I needed. After working with nameless, faceless brokerages firms in the past, it great to know all of my finances needs are being looked at and analyzed on a regular basis. I would highly recommend Jamie and his team for all wealth and estate planning needs.

Yasmin Khalil

5/5

What can I say about Jamie other than THANK YOU! I am much more confidant in my finances and future because of his expertise. Communication is seamless and I never feel embarrassed when asking a stupid question (trust me there have been plenty of stupid questions asked on my part) for which Jamie never fails to genuinely answer without passing any judgement. Woodson Wealth Management is something I truly recommend for those seeking support, growth and stability with their finances and ultimately in life. Who wouldn't want someone steering them on the right path to success?

Divya Gill

5/5

We have known Jamie Lima for many years now. He is very knowledgeable and holds a very solid understanding of the market as well the various factors affecting financial portfolios. This is our go to team for all our clients' needs as a CPA firm, when it comes to financial planning and decision making. You will not go wrong by trusting your monies into his capable hands.