Reviews for Nathan Woods, CFP®, AIF®

3 Certified Advisor Reviews™

Quality, breadth, and depth of services provided.

✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
R&K goes above and beyond the role of Financial Advisor. They understand the importance of educating the staff on the importance of planning for retirement and educating them on how to navigate the "investment arena" in a very informative and "user friendly" way. Lytle Rather and Nathan Woods are very knowledgeable on the updates on the regulations that could impact retirement planning. They send periodic bulletins that contain very informative, helpful information, insights, reflections, and fun stories! Lytle and Nathan are very personable and approachable folks. They are very prompt in responding to our questions.
Relationship to Financial Advisor: Client as of Sep 14, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Yolanda Monfort

Nathan Woods is exceptional young man as well as being a great advisor

✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
I have known Nathan for several years, beginning before he joined Rather & Kittrell. He has always been kind and courteous, asking what I wish to accomplish and listening intently to my desires with regard to financial expectations. He always tells me it is my money, and I have a vested interest in what I hope to gain with my portfolio as it relates to my well-being as well as what I wish to hopefully leave to my sons. Furthermore, he is not only a good financial advisor, but he is also a good friend. He makes himself available should I call with a question or concern. I have been well pleased since I placed my trust in Rather & Kittrell.
Relationship to Financial Advisor: Client as of Sep 8, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dianne
Dianne

Nathan Woods - Professionalism

✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Nathan Woods has been professional, courteous and extremely helpful in working with me and my wife strategizing our personal and business decisions. He has taken the time to explain the current and future needs we need to reach our retirement goals. We would highly recommend Nathan and Rather & Kittrell.
Relationship to Financial Advisor: Client as of Sep 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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John Carroll