Woodson Wealth Management - Ramona, California

Woodson Wealth Management: A Trusted Financial Advisor in Ramona, CA

Located at 1672 Main St, Ramona, CA 92065, Woodson Wealth Management stands out as a reputable financial advisory firm serving the Ramona community. With a phone number 858-923-4500, clients can easily reach out for personalized financial guidance. Their accessible website woodsonwm.com offers a wealth of information, making it convenient for interested parties to learn more about their services from the comfort of their homes.

Specialties and Services

Woodson Wealth Management boasts a range of specialties that cater to diverse financial needs. As a Financial Planner, they assist clients in creating tailored financial strategies. Their role as a Financial Consultant includes providing expert advice on various investment opportunities. For those seeking to grow their wealth, Investment Services are available, ensuring that clients' investments are managed with care and foresight.

Facilities and Accessibility

Clients appreciate the accessibility features of the office, including an LGBTQ+ friendly environment, wheelchair accessible entrance, parking lot, and restroom. This ensures that everyone feels welcome and comfortable. The office also offers online appointments and onsite services, providing flexibility to suit different client preferences and schedules.

Client Reviews and Opinions

The testimonials from satisfied clients speak volumes about the quality of service at Woodson Wealth Management. With an impressive average rating of 4.8/5 based on 18 reviews on Google My Business, it's clear that the team, led by Jamie and supported by their team, excels in making complex financial matters understandable and actionable. Clients commend the personalized approach, clear steps towards financial goals, and the confidence instilled in their decision-making process.

Recommendation for Potential Clients

For anyone in search of a knowledgeable and approachable financial advisor, Woodson Wealth Management is highly recommended. Their commitment to providing clear, actionable insights and their flexible service options make them stand out in the industry. Given the overwhelmingly positive feedback, it's evident that they genuinely care about their clients' financial well-being. To experience their expertise firsthand, consider scheduling an online appointment or visiting their office at 1672 Main St, Ramona, CA 92065. It's an investment in your financial future that could lead to peace of mind and prosperity.

Don't wait to take control of your financial future. Visit their website woodsonwm.com to learn more about how Woodson Wealth Management can help you achieve your financial goals. Remember, the right financial advice can make all the difference in securing a comfortable and prosperous life.

👍 Reviews of Woodson Wealth Management

Nichole B.

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.

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 J.

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.

Laurie W.

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!

Ayannah B.

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.

Divya G.

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.

Yasmin K.

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?

Elena K.

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!