Woods Financial Services, Llc
Woods Financial Services LLC is a CPA and financial planning firm in Towson, MD providing individuals and small businesses with sensible and relevant financial and tax advice. We offer a wide range of services from tax work, accounting, consulting, and financial planning. Woods Advisory Services, LLC (“Woods”) is a Registered Investment Advisor. Woods provides investment advisory services for clients in Maryland and other states. Woods will maintain all applicable registrations as required by the various states in which Woods conducts business. Woods renders individualized responses to persons in a particular state only after complying with all regulatory requirements or pursuant to an applicable state exemption or exclusion.
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Verified contacts
5
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
33
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- BW
Brian Woods
Head of Tax Advisory and Financial Planning · Finance & Accounting
EmailPhone - EW
Emily Woods
Head of Accounting and COO · General Business & Management
EmailPhone - KL
Kelly Lyons
Operations Manager · Operations
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Woods Financial Services, Llc
5 distinct titles indexed · top 5 shown.
- 1client services associate
- 1head of accounting and coo
- 1head of tax advisory and financial planning
- 1operations manager
- 1tax intern
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