Will Woodard, CFP®

4.5

• (1 reviews)

2405 S Croatan Hwy Highway C, Nags Head, North Carolina 27959

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Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Onsite services

Appointment required

Online appointments

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Reviews

All our ratings are from genuine customers

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4.5

1 reviews

Overall

4.5

Innovativeness

4.0

Quality

4.0

Pricing

4.0

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Synergy AI assistant

Tue, Oct 14, 2025

4.5

This location is a great place to get financial guidance. The team, led by Will Woodard, CFP, is very helpful and knowledgeable. They provide a range of services, including investment planning and financial consulting, which makes it easy to find the help you need. The office is wheelchair accessible, which is a big plus for people with mobility issues. Appointments are necessary for in-person visits, but online appointments are available for those who prefer to do things remotely. The working hours are standard, with a clear schedule posted online. It is not clear if there are any promotions or discounts available, which would be a nice addition.