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Redwood Financial photo
Redwood Financial photo
Redwood Financial photo

Redwood Financial

4.3 6 reviews
Address: 201 Pecan St #100, Fort Worth, TX 76102, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Advisory Account Management $100 - $300 Call to Book
Investment Planning $200 - $500 Call to Book
Retirement Planning $150 - $400 Call to Book
Client Consultation Quarterly Meetings $50 - $150 Call to Book
Financial Goal Assessment $75 - $200 Call to Book
Long-term Investment Review $100 - $250 Call to Book

What people love

From reviews
Client-centered service Attentive to needs Knowledgeable Responsive Considerate of interests Long term planning Awesome client experience

About this business

Redwood Financial empowers you to sustain and build your wealth. Our vast option of investment options from leading providers allows us to work together to develop an investment plan that meets your criteria. Redwood Financial is committed to helping you build and maintain wealth.

Frequently asked questions

7 questions
What do Redwood Financial clients say about the work?
Clients frequently praise the attentive customer service and knowledgeable team. Reviewers highlight the firm's responsiveness to needs and their client-centered approach, stating they feel valued and understood in their financial planning.
Does Redwood Financial provide retirement planning services, and how do clients feel about it?
Yes, they offer retirement planning as part of their financial advisory services. Clients express satisfaction with the knowledgeable guidance provided, emphasizing the firm's consideration of their long-term plans.
Can I schedule quarterly meetings with Redwood Financial, and what do clients say about these consultations?
Yes, quarterly meetings are part of their client consultation services. Reviewers appreciate the structured approach, noting that these meetings help them stay aligned with their financial goals.
How does Redwood Financial assist with investment planning?
Redwood Financial provides tailored investment planning services, working with clients to develop strategies that reflect their personal goals and risk tolerance. This personalized approach is frequently commended by clients.
What types of financial advisory services does Redwood Financial offer?
They offer a comprehensive range of financial advisory services, including Account Management, Investment Planning, and Retirement Planning, to help clients create and preserve wealth effectively.
Who leads the team at Redwood Financial, and what experience do they have?
Redwood Financial is an independent financial planning and management company, dedicated to helping clients create and preserve wealth. The team's expertise is reflected in their attentive and knowledgeable service.
Where is Redwood Financial located?
201 Pecan St #100, Fort Worth, TX 76102, USA

Location & directions

Fort Worth, Texas
Redwood Financial
Financial Consultant
Address
201 Pecan St #100, Fort Worth, TX 76102, USA
Hours
Closed Now
Redwood Financial Reviews · 4.3 average
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