Strategic Financial Leadership

David Wood in Loveland is a dedicated financial planner who prioritizes the well-being and goals of each client over the size of their investment portfolio. With a focus on personalized service, David offers complimentary consultations to help individuals achieve their financial objectives. Whether you are planning for retirement, saving for a major purchase, or seeking investment advice, David Wood is committed to providing tailored financial solutions that align with your unique needs and aspirations. Generated from their website's infomation

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

About Summit Financial Group, Inc. Summit Financial Group, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.