Wood Tarver Financial (Schwab)

If you need a financial planner this is the place to go.
Feb 10th, 2023

If reviews are too long, you lose the audience. So I'll try to give Wood Tarver Financial the 5-Star Review they deserve without rambling too much! :) It's not an exaggeration to say that Kelly Wood, Eric Tarver and their INCREDIBLE team changed my life. I was able to retire from full-time work years before I ever thought it possible-and it's due to their expertise, commitment and genuine caring about me as a person. After growing increasingly frustrated with my current financial advisor, I gave Wood Tarver Financial a call based on a friend's recommendation. BEST. CALL. EVER. Kelly and Eric want to get to know YOU. They approach financial management in a completely different way because they know establishing trust is the key to a successful relationship. Eric and Kelly also know that financial stability allows their clients to pursue their best lives. They LISTEN-and design a financial plan unique to you. They also create COMMUNITY. They plan events for their clients to volunteer, participate in their Book Club, enjoy Wine Tastings.....all with the intention to foster relationships and build community. Call them. It will be the best call you ever make.
Mar 31st, 2021

Kelly really loves his wife and dogs. You should invest with him.
Aug 14th, 2019

Okay maybe i'm biased but kelly and the team work really hard on helping people retire.
Mar 12th, 2019

Kelly truly cares about my well-being. He has masterly guided me into retirement strategies and savings, and worked with my CPA to guide me into a beneficial tax bracket. Kelly and I had many meetings discussing what I wanted my retirement to look like, what was important to me in life and developed a financial wealth strategy to achieve that. When I discussed investments with him, he was honest about what he thought was a good investment and guided me away from investments that were not beneficial and would jeopardize our retirement strategy. I trust Kelly 100% and I am grateful for his expertise and transparency. Because of him, my retirement will be comfortable. Thank you Kelly!
Oct 6th, 2018