Financial Services

Welcome to Woods Financial Services, the San Diego area's preeminent firm for affordable quality financial planning and tax service. Woods Financial Services began its existence in 2003 in Norwood, Massachusetts, a suburb south of Boston under the guidance of its founder, Mr. David Woods. Late in 2007, the firm moved from Boston to San Diego.

The goal for Woods Financial Services is to provide quality advice, service and hands on planning in many different areas of personal finance for people. Our professionals exceed the minimum required annual continuing educational requirements set by their respective governing bodies and are constantly striving to expand their areas of knowledge and expertise. Your needs are our primary concern.

Whether you have a tax audit or inquiry, complex tax tax return or issue, need to save for college, general business consulting, plan for business succession or inheritance of assets, or need a structured retirement savings plan, the professionals at Woods Financial Services will work hard to get you the best result possible.

Welcome to Woods Financial Services, the San Diego area's preeminent firm for affordable quality financial planning and tax service. Woods Financial Services began its existence in 2003 in Norwood, Massachusetts, a suburb south of Boston under the guidance of its founder, Mr. David Woods. Late in 2007, the firm moved from Boston to San Diego.

The goal for Woods Financial Services is to provide quality advice, service and hands on planning in many different areas of personal finance for people. Our professionals exceed the minimum required annual continuing educational requirements set by their respective governing bodies and are constantly striving to expand their areas of knowledge and expertise. Your needs are our primary concern.

Whether you have a tax audit or inquiry, complex tax tax return or issue, need to save for college, general business consulting, plan for business succession or inheritance of assets, or need a structured retirement savings plan, the professionals at Woods Financial Services will work hard to get you the best result possible.