Woodson Wealth Management Main St, Ramona

Woodson Wealth Management Reviews

• P

  Professor Nez
  5

  Jamie and his team are the best in the business. I'm one of those business owners that lacks the bandwith and knowledge for these types of financial investment strategies and Jamie is the most amenable, professional, and patient who took as much time as was needed to explain to me all the options and avenues that were in my best interest in a comprehensive and digestible way. You are in great hands with Jamie and Woodson Wealth Management. Cannot recommend high enough. Thank you Jamie!

  Response from the owner

  It's an absolute pleasure working with you, Nez. We appreciate the kind words, and your business!

• R

  Richard Cohen
  5

  I've been working with Jaime for the last 6 months and could not be happier with his services! Jaime works as a fiduciary and has been an excellent resource for me as I look to be more responsible with my finances and navigate the rigors of opening my own business. It's very comforting to have a professional in the industry that I know is advising me on how to invest my savings with my own best interest in mind. Jaime works hard to gain a well-rounded understanding of your financial makeup and works with you to build scenarios so you can visualize how your money is working for you. With a number of different service plans, Jaime has made his services accessible for all types of people looking to improve their financial health. Give him a call, you won't be disappointed!

  Response from the owner

  Thank you so much for the kind words, Ricky! It's an honor to work with you, and be a part of your financial journey. We're not done yet, my man!

• J

  John Avila
  5

  Jamie is very personable and always responds to my needs. I am very satisfied with the level of service i'm receiving

  Response from the owner

  Thank you for the kind words, John! It really is an honor and a privilege to work with you.

• A

  Alexandra Carter
  5

  The Woodson Wealth Management team provides wrap-around wealth management services that are truly customized to the client!

  Response from the owner

  You rock, Alex! We love working with you!

• S

  Scott Richards
  5

  Jamie is fantastic to work with and is very responsive to our questions!

  Response from the owner

  Thanks Scott! I appreciate the opportunity to work with you both!

• t

  tom brogan
  5

  Great service, readily available. Professional and very knowledgeable. Could not be happier. Put my mind at ease.

  Response from the owner

  Thanks, Tom! It's a pleasure work with you!

• N

  NYY Fan
  5

  Very professional, not pushy, explains all your options and lets you make the decision.

  Response from the owner

  Thanks! We really appreciate the kind words!