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Business Profile

Investment Management

Woodard Wealth Management
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(817) 600-5959Write a Review

About

Overview

Woodard Wealth Management

240 E Renfro St Ste 202

Burleson, TX 76028-3940

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Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 3:00 PM
Closed
Closed

BBB Accreditation & Rating

Woodard Wealth Management is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Fiduciary, Retirement Planning, Wealth Management, Investment Management, Investment Advisory Services

BBB Accredited Since: 11/16/2018

Years in Business: 7

Products and Services

FEE BASED ADVISORY ACCOUNTS, BROKERAGE ACCOUNTS, ANNUITIES, BONDS, STOCKS, ETFS, MUTUAL FUNDS, IRAs

Business Details

Local BBB:
BBB Heart of Texas
BBB File Opened:
11/16/2018
Business Started:
5/2/2018
Business Started Locally:
5/2/2018
Type of Entity:
Sole Proprietorship
Business Management:
Mr. Daniel J. Woodard, Owner

Additional Contact Information

Principal Contacts
Mr. Daniel J. Woodard, Owner
Customer Contacts
Mr. Daniel J. Woodard, Owner
Fax numbers
Primary Fax: (817) 500-9660
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Payment methods

Personal & Business Checks, Cashiers Checks, Money Orders, Bank Link & Bank Wire. No cash, credit or debit cards

Other Resources
FINRA (Financial Industry Regulatory Authority)
1735 K Street
Washington DC 20006
Phone Number: (301) 590-6500
http://www.finra.org
Texas Department of Insurance
333 Guadalupe St
Austin TX 78701
Phone Number: (800) 252-3439
http://www.tdi.texas.gov
Texas State Securities Board
208 E 10th St FL 5
Austin TX 78701
Phone Number: (512) 305-8300
http://www.ssb.state.tx.us
[email protected]
Business Categories
Investment Management, Financial Services, Life Insurance, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Investment Security, Business Plan, College Savings Plans

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.