Wood Financial Group, LLC is an independent financial services firm based in Mt. Pleasant, Michigan. The company focuses on providing personalized financial planning services to individuals, families, and business owners. Their mission is to help clients develop, implement, and monitor a financial strategy tailored to their specific situation. Key services include retirement planning, investment management, estate planning, and insurance solutions. The firm's advisors are affiliated with LPL Financial, which serves as their broker-dealer and registered investment advisor.

Founded in

United States