Cancel

    Open app

    Search

    Woodson Wealth Management

    3.0 (2 reviews)
    Open 8:00 am - 5:00 pm

    Request a consultation

    You can now request a consultation from this business directly from Yelp

    Services - Woodson Wealth Management

    Investment management

    Business consulting

    Woodson Wealth Management Photos

    You might also consider

    Recommended Reviews - Woodson Wealth Management

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    3 years ago

    Business owner information

    Photo of Jamie L.

    Jamie L.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    3 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Woodson Wealth Management

    You might also consider

    Verify this business for free

    People searched for Financial Advising 313 times last month within 15 miles of this business.

    Verify this business

    Top Hat Tax & Financial Service

    Top Hat Tax & Financial Service

    4.8
    (39 reviews)

    I have been using Top Hat Taxes for many years! Daryl Hale, owner, personally does each and every…read moreperson's taxes! He is accurate, prompted and ready to assist. Give him a call! https://miramesataxpreparation.com/

    I originally found Darryl Hale on Yelp and had him prepare our taxes the last couple of years…read morewithout issue. This year Darryl reached out directly offering tax planning services. After paying the $2,500 assessment fee Darryl recommended two tax strategies, both of which raised significant concerns: 1) GFX Trading - a complex Series LLC foreign currency structure. This strategy was presented as a way to generate large tax deductions through foreign currency trading. When I asked for written explanations of how the strategy worked, what the economic substance was, and how it would hold up under IRS scrutiny, the answers were incomplete and at times inaccurate. When I declined to proceed, he called me immediately, insisting "everyone is doing this," and became defensive. I later understood that his affiliated company receives commissions from this arrangement, which was not disclosed before he recommended it. 2) DNA Harmony - involving the purchase of gift certificates for Jazz Band Splash red-light therapy. This was presented as a deductible expense through a separate Series LLC structure. Again, I requested information in writing about the IRS basis for deducting these types of purchases, but the responses did not address compliance, valuation, or audit exposure. When I decided not to move forward with either strategy based on the lack of clear documentation and concerns about risk, I requested a refund of my $2,500 fee. The request was denied. My experience did not meet the level of professionalism I expect from a tax advisor. I would not return nor recommend Darryl Hale and will be filing a complaint with the IRS Office of Professional Responsibility and notifying the California Franchise Tax Board.

    Family Tax Office

    Family Tax Office

    3.7
    (7 reviews)

    I went to family tax services for my taxes this year in 2026…read more I have some complicated taxes. I need an enrolled agent, because I owe money to the franchise tax board. Sherrill, he just come back from Hawaii. I had a head cold, and I could certainly understand all about jet lag & and was body adjusting to the time change. The second time I called them about an enrolled agent and spoke to Sherrill, it was clear she was overwhelmed with too much work and did not want to work with me. I don't remember exactly what she said, but was something like yeah I have about 10 of you guys to work with etc. And something that was gonna cost me an extra $250.00 for contacting CA FTB. I owe the California FTB money. It was very clear. She's the only one there very busy doesn't really wanna work. I get it when you are a small business owner and are starting out and you're the only person to do more detailed things. My suggestion is to get more enrolled agents to help clients that came to you before. That's what you guys advertised and you should follow up on it.. poor quality and poor value is what you offer

    KYLE YOU ARE RUDE, DISRESPECTFUL AND UNPROFESSIONAL! Blonde…read morelady, first door on right when u go in....lord. she asked if i needed help, i explained announced i was called for info and she said oo the spouse with the missing info actually came in.....like wtf. First I have a name ignorant blonde. Then Kyle....we set up an appointment and when i got there, he already had an appointment and 0 time for me.....i dont know why you made an appointment with me when you already had one then to top it off, i thought if he rolled his eyes more they would roll right out of his head. Not professional. I had to ask him to stop. Then to tell me that MY husband isnt my business. You know what's not someone's business, saying disrespectful comments like that to someone. I mean I'm not a customer and this is how you treat me??

    Woodson Wealth Management - financialadvising - Updated July 2026

    Loading...
    Loading...
    Loading...