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VerifiedFinancial Services· Founded 1997

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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HeadquartersTowson, United StatesEmployees7(1 to 10)Annual revenue$1M to <$10MFounded year1997Websitewoodscpa.netLinkedIn profileLinkedIn

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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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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