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About

Nexus Financial, LLC is a fiduciary financial planning business with a focus on investment management, investment advice, retirement planning, college planning, estate planning, insurance planning, tax strategies, and financial consulting. With 12 years of experience, Nexus Financial has been providing services to businesses and individuals. The business stands out with its impressive range of services and aims to offer the ability to book appointments and potentially include a members area on its website.

Our Expertise

Nexus Financial, LLC specializes in providing comprehensive financial planning and investment management services tailored to the unique needs of each client. Our expertise lies in creating personalized strategies to help clients achieve their financial goals and secure their financial future.

Our Commitment to Results

Nexus Financial, LLC is dedicated to delivering measurable results and adding significant value to our clients' financial well-being. We are committed to continuously monitoring and adjusting financial plans to ensure our clients stay on track to meet their financial objectives.

Our Philosophy

At Nexus Financial, LLC, our philosophy revolves around building long-term relationships with our clients based on trust, integrity, and transparency. We are committed to delivering expert financial advice and exceptional service to help our clients navigate the complexities of financial planning with confidence.

Our Experience

With over a decade of experience, Nexus Financial, LLC has successfully assisted numerous clients in achieving their financial aspirations. Our team's collective experience and deep knowledge in financial planning enable us to provide strategic solutions that align with our clients' unique financial circumstances.

The Nexus Financial Team

Meet the dedicated team behind Nexus Financial, LLC, committed to providing exceptional financial planning and investment management services.

David A. Wood

Co-Founder

With a wealth of experience in financial planning and investment management, David Wood co-founded Nexus Financial, LLC with a vision to empower clients to achieve financial success through strategic planning and prudent investment strategies.

Phone: 757-777-3980

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