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Woodward Financial Advisors

Woodward Financial Advisors Email Formats

Financial ServicesFlag of US101 Glen Lennox Dr, Suite 110, United States11-20 Employees

Woodward Financial Advisors Email Formats

Woodward Financial Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@woodwardadvisors.com), used 71.4% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@woodwardadvisors.com
71.4%
{first name}{last name}
johndoe@woodwardadvisors.com
28.6%

Key Contact at Woodward Financial Advisors

Flag of US

James Miller

President

Company overview

Headquarters101 Glen Lennox Dr, Suite 110, Chapel Hill, North Carolina 27517, US
Phone number+19199292495
Website
NAICS52
SIC628
Keywords
Tax Planning, Risk Protection, Retirement Planning, Estate Planning, Investment Management, College Funding, Cash Flow Needs Analysis
Founded1995
Employees11-20
Socials

About Woodward Financial Advisors

We are an independent, Fee-Only, financial planning and investment management firm focused on helping our clients achieve financial peace of mind. As an independent Registered Investment Advisor, we are free to choose from the universe of possible investments and are not restricted to products from a particular provider. Additionally, we are legally obligated to meet a fiduciary standard with our clients, meaning that their interests must come before our own. Our fee-only approach also addresses potential conflicts of interest: since we do not make any commissions, sell any products or accept or pay any referral fees, our clients know that our recommendations are truly in their best interest.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Senior
Manager

Employees by Department

Woodward Financial Advisors has 10 employees across 4 departments.

Departments

Number of employees

Funding Data

Woodward Financial Advisors has never raised funding before.

Woodward Financial Advisors Tech Stack

Discover the technologies and tools that power Woodward Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

Google Hosted Libraries

CDN

Salesforce

Salesforce

CRM

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

Node.js

Node.js

Programming languages

Calendly

Calendly

Appointment scheduling

Open Graph

Open Graph

Miscellaneous

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Express

Express

Web frameworks

Frequently asked questions

Woodward Financial Advisors is located in 101 Glen Lennox Dr, Suite 110, US.
You can reach Woodward Financial Advisors at +19199292495.
Woodward Financial Advisors was founded in 1995, making it 31 years old. The company has established itself as a significant player in its industry over this time.
Woodward Financial Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

top 50
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tier 1 accuracy

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