Woodend Financial Services

You are not just another face in the crowd.

You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.


Advisors

Daniel Woodend

Daniel Woodend

CRPC®

Associate Financial Advisor

Visit Daniel Woodend's website

Team

Sheri Grear

Sheri Grear

Operations Director,

Aakanksha Chaudhary

Aakanksha Chaudhary

Financial Planning Analyst

Sona Tandon

Sona Tandon

Financial Planning Analyst,