Jeff Woodcock-Financial Advisor RBFCU Investments Group

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with RBFCU Investments Group, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Live Oak, TX area, Karen J Reinertson will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Ameriprise Financial Services, LLC, located in San Antonio, TX, offers a network of over 10,000 financial advisors dedicated to helping clients achieve their financial goals. By providing personalized financial advice, tailored recommendations, and regular progress reviews, they aim to empower individuals to feel confident and in control of their financial futures. The advisors at Ameriprise possess various certifications, such as Accredited Asset Management Specialist and Accredited Estate Planner, ensuring they are well-equipped to address a wide range of financial needs. Their approach combines one-to-one consultations with digital tools, making it easier for clients to manage their investments and stay on track towards their financial objectives. Generated from the website

Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.