Woody Financial Group / Guardian Life Insurance Company

  3.8 – 13 reviews   • Financial consultant

Woody Financial Group / Guardian Life Insurance Company 66061

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Address and Contact Information

Address: 14670 S Harrison St, Olathe, KS 66061

Phone: (913) 345-1030

Website: http://www.woodyfinancialgroup.com/

Services

Financial Consultant
Estate planning
Financial planning
General investment consulting
Investment advising
Non-profit financial consulting
Retirement savings consulting
Tax planning
Account Access
Brokerage Accounts
Career Development
Comprehensive Financial Services
Disabilities Planning
Disability Income Insurance
Investment Portfolio
Investment Products And Services
Investment Strategies
Key Employee Insurance
Legal Advisor
Pension Plan
Profit Sharing Plans
Resources Planning
Strategy Planning
Term Planning
Training Program
Unit Investment Trusts
Variable Life Insurance
Whole Life Insurance
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Related Web Results

The Woody Financial Group at 14670 S. Harrison Street …

Visit your local The Woody Financial Group at 14670 S. Harrison Street in Olathe, KS to find a financial representative for everything from life insurance, …

Woody Financial Group / Guardian Life Insurance Company

Woody Financial Group Inc. (WFG) is a full-service life insurance and financial services company headquartered in Kansas City, Missouri.

Your Benefits – The Woody Financial Group

Accidental Death and Dismemberment for those representatives participating in a Guardian health plan, with coverage equal to your Guardian group life insurance …

Reviews

Sangwon Lee
I find Mr. Cornelio Luna Umali (or Neil Umali) very unprofessional in his soliciting or repeated attempts to make sales of a life-insurance/security product to me despite my clear expression that I did not want to purchase it. I felt very uncomfortable with his soliciting. He also told me that I should introduce my colleagues to him so that he can introduce his financial goods or products to my colleagues. This is also very inappropriate. I don’t know what makes him think that I would or should introduce my colleagues to him. Neil Umali really needs to learn to distinguish what is professionally appropriate and inappropriate.
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Sangwon Lee
I am writing this review for the reactions Neil Umali and Woody Financial Group took for the original review I posted on June 17, 2017.
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Sangwon Lee
I am responding to the reply Richard W. Woody left on January 7, 2022 for the previous reviews I had posted.
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Jordan Williams
Highly recommending Neil Umali with the WFG!!! He was extremely personable & understanding. He helped explain insurance to my wife and I in ways we could understand while our kids tormented the poor guy. He even went above and beyond to introduce us to other professionals like a mortgage lender who is also great!
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David Biga
Neil Umali from Woody Financial Group did an amazing job explaining and helping me understand the benefits to whole life insurance and laying a solid foundation of financial success. Highly recommend him.
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Brooke McMahan
I had a great experience with WFG, specifically with the Financial Representative Neil Umali. He is so personable and made the conversation about insurance and finances easy and relaxing. He’s great to work with!!
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Jamey Warren
Excellent company, people and products.at WFG! We have a long standing relationship with them and we know we are with the BEST ADVISORS that care about us as clients.
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Abhishek Mehta (DJ Shakes)
First impression is last impression ? I am a physician.As anew customer, I spoke to an agent for disability insurance and requested quote which he promised 4 times and never ever received.Not sure I would trust for claims !!! Didn’t expect this from Berkshire.
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Bryan Bott
Great group of people, they care about their clients, they want to make sure your life situations are covered!
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T C
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