Woodson Wealth Management - Jason Lampert, CFP® | Forest Hills, NY

Service Area: Forest Hills, NY
Team Size: 10 employees
Business Duration: 7 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Check
Credit Card
PayPal
Zelle

Services Offered

Service type

General financial planning
Retirement planning
Investment review
College planning
Home purchase
Life insurance review
Tax planning
Trusts or estate planning
Annuities
Mutual funds

Work location

I work remotely (phone or internet)
My customers travel to me
I travel to my customers

About

I am a CFP® financial planner, coach and counselor. I believe that people can be the experts in their own financial lives, and sometimes all they need is a plan and guidance.

I have an inclusive practice, with a focus on reaching out to people who are misunderstood and/or are being underserved by more traditional financial advisors. I have an emphasis on working with do-it-yourselfers, members of the LGBTQIA+ community and non-traditional households/families of choice, including child free couples and individuals.

Financial planning starts with what is important to you, and reflects your values.

"It doesn't matter where you come from, but you need a plan to get where you want to go".

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Jason Lampert
- Completed on 6/29/2023

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