Hello, my name is Martin and I am a professional financial planner with an official certification. If you've come across my profile on CrackerJack, it's likely that you have questions or concerns about your finances. Whether it's related to college loans, saving for the future, managing your 401k, navigating investments, understanding stock options, dealing with inheritances, preparing for retirement or receiving Social Security benefits, I am here to assist you in gaining absolute confidence in your financial future. My approach is simple and straightforward- no complicated jargon or confusing manuals. Together, we'll identify your specific goals and I'll develop an easy-to-understand, step-by-step plan to achieve them. Furthermore, I'll provide guidance on any aspects of your finances that you may not have considered. If you are not satisfied with the service I provide, I offer a 100% money-back guarantee on all financial planning fees. My ultimate objective is to ensure that you are well-informed and confident in managing your finances.
Service location:
Remotely
Service Reviews
5.0
9 reviews
Service as described
5.0
Communication
5.0
Punctuality
5.0
BW
Brittany W.
My consultation with Martin at Woodfield Financial left me extremely satisfied! I highly recommend this firm for their comprehensive explanations and assistance in determining the best options for your lifestyle. Martin was both affable and candid, and exhibited a genuine commitment to my needs. I had a great deal of inquiries regarding the intricacies of 401k plans and I came away with a wealth of knowledge, feeling empowered to take on the future. Thank you!
November 6, 2022
JL
Joseph L.
Upon seeking financial advice, my partner and I were content with the assistance provided. Martin adeptly aided us in organizing our finances, ultimately leading to noticeable improvements since our last visit. We truly respect their forthrightness, thoroughly researching and presenting advice tailored to our needs. I strongly recommend them for both investment and financial advising purposes.
June 10, 2022
KH
Kayla H.
Woodfield Financial Advisors come highly recommended! Our experience with Martin Konsor has been outstanding, and we are delighted that we switched to this firm. Martin is a consummate professional who combines unparalleled expertise with a personalized approach - he treats our accounts as if they were his own family's. Martin is consistently communicative, transparent, and responsive to any inquiries we have. Working with this exceptional group of advisors has been a breath of fresh air - for the first time, we feel that our financial goals have been heard and are actively being pursued. We have nothing but praise for Jim and Martin and their excellent service. We look forward to continuing our partnership with Woodfield Financial Advisors in the future!
March 4, 2022
CL
Courtney L.
When I spoke with Martin about my investment portfolio, I was keen to ensure that there was sufficient diversification in place. During our conversation, he asked questions related to my financial situation and future prospects. Martin's comprehensive knowledge and expertise were evident as he shared useful information and provided valuable recommendations. He was extremely professional and took the time to explain everything in detail. I would highly recommend him as a trustworthy advisor and will be keeping him on my contact list for future reference. :)
January 18, 2022
SR
Sarah R.
We're thrilled to collaborate with Woodfield Financial Advisors, whose exceptional financial advice and unwavering devotion have garnered our admiration. Our financial portfolio has benefited from appropriate changes made, giving us the confidence to commence investing. We anticipate years of profitable outcomes working alongside our advisor.
