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Monica Woods
Client Servicing at The Advanced Financial
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Work Experience
Client Servicing
May 2018 - Present · 6 years and 7 months
Loan Processor
Sep 2016 - Dec 2017 · 1 years and 3 months
Loan Processor
Jul 2013 - Sep 2016 · 3 years and 2 months
Company Details
11-50 Employees
The Advanced Financial Group was founded by Robert and Sheila Telford on principles that ensure our client’s financial goals and objectives are at the forefront of every decision. Our goals are to maintain the highest ethical standards and provide our clients with their own, individualized plan built around their personal expectations, desires and needs. Today, The Advanced Financial Group helps clients achieve their financial goals through diligent study and examination of every investment and insurance avenue. We strive for success every day through our dedication to maintaining the latest technology and personal connections with investment and insurance companies. We believe it’s our team concept that separates The Advanced Financial Group from other investment and insurance firms in the East Texas and surrounding areas. We are native East Texans who not only live and work here but also give back to our community. We want to help ensure a better life for all of our friends and neighbors, and we do that by helping them achieve their financial goals. We realize not everyone can utilize our services, so we are dedicated to ensuring the success of the agencies that help those who simply need to achieve the basic necessities of life – food, clothing and shelter. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services are separate from and not offered through Commonwealth. This communication is strictly intended for individuals residing in the state of AR, AZ, CO, FL, GA, IL, LA, MS, NM, NV, OK, PA, SC, TN, TX, VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Year Founded
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Social Media
LinkedinFacebook
Industry
Financial Services, Investment Services
HQ Location
1101 S CHESTNUT ST Lufkin, Texas 75901, US
Keywords
Investment ServiceInsurance ProductsStocksBondsMutual FundsRetirement PlansIRA's and Pension RolloversAnnuitiesMoney Market AccountsSection 403 (B) and 457 Plans
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