Gary A Wood, Cpa
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Gary A Wood, Cpa Email & Phone Number

Financial Consultant at Wood & Associates Tax and Wealth Management LLC
Location: Rochester, Michigan, United States 9 work roles 1 school
1 work email found @hdvest.com 1 phone found area 248 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email w****@hdvest.com
Direct phone (248) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wood & Associates Tax and Wealth Management LLC
Role
Financial Consultant
Location
Rochester, Michigan, United States
Company size
22 employees

Who is Gary A Wood, Cpa? Overview

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Quick answer

Gary A Wood, Cpa is listed as Financial Consultant at Wood & Associates Tax and Wealth Management LLC, a with 22 employees, based in Rochester, Michigan, United States. AeroLeads shows a work email signal at hdvest.com, phone signal with area code 248, and a matched LinkedIn profile for Gary A Wood, Cpa.

Gary A Wood, Cpa previously worked as Wealth Management Advisor at Avantax Wealth Management® and Financial Consultant at Cambridge Investment Research, Inc.. Gary A Wood, Cpa holds Bba, Accounting & Finance from University Of Michigan-Dearborn.

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Email format at Wood & Associates Tax and Wealth Management LLC

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*@hdvest.com
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AeroLeads found 1 current-domain work email signal for Gary A Wood, Cpa. Compare company email patterns before reaching out.

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Profile bio

About Gary A Wood, Cpa

We are a full-service tax and financial services firm and have been working with individuals and business owners in the Greater Rochester Area for many years. We have extensive personal and professional experience and are committed to building the lasting personal relationships that allow us to provide meaningful support & guidance for all of our clients.We believe in helping you assess your financial goals, develop an individualized plan and work with you in the management of your finances to help you pursue these objectives. The personalized program that we provide will serve as a roadmap in working toward a more secure financial future.Because no two clients are the same, we are committed to knowing each client well enough to develop a customized financial program. We will walk you through a step-by-step process, using the "8 Wealth Management Issues", that will help in allowing you to feel confident in your decisions.Once your goals have been established, we will customize appropriate strategies to suit your vision and can help you execute a sound financial program utilizing the following products and services:

Listed skills include Small Business, Life Insurance, Wealth Management, Accounting, and 17 others.

Current workplace

Gary A Wood, Cpa's current company

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Wood & Associates Tax and Wealth Management LLC
Wood & Associates Tax And Wealth Management Llc
Financial Consultant
Rochester, MI, US
Website
avantax.de
Employees
22
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Company profile
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9 roles · 48 years

Gary A Wood, Cpa work experience

A career timeline built from the work history available for this profile.

Financial Consultant

Wood & Associates Tax And Wealth Management Llc

Rochester, Mi, Us

Wealth Management Advisor

Current
Avantax Wealth Management®

Rochester, Mi

As a Wealth Management Advisor, with both FINRA Series 7 - General Securities Representative + Series 66 - Uniform Combined State Law Securities Licenses, we independently develop, implement, and manage (primarily fee-based) Wealth Accumulation, Preservation and Succession strategies for Business Owners, Professionals and Executives. We utilize a process referred to as the "8 Wealth Management Issues". Each of these issues are interrelated and act like a balancing scale. If an adjustment is made in one area, it affects the others. We believe it is critical that you work with one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so we can provide appropriate advice and recommendations.

Oct 2012 - Present

Financial Consultant

Current
Wood & Associates Tax And Wealth Management Llc

Rochester, Mi

We specialize in Tax Management Services including tax planning and tax return preparation.We offer small business Accounting Services as well as Independent Insurance Consulting.Our extensive financial management experience in real estate (title insurance, development, construction, and property management) has provided a basis for our Financial Consulting Services.Licensed CPA, with Life, Accident, Health, Disability & Long Term Care Insurance licenses.

Jan 2009 - Present

Financial Consultant

Cambridge Investment Research, Inc.

Rochester, Mi

FINRA Series 7 + Series 66 Securities Licenses, as well as multi-stateLife, Accident, Health, Disability & Long Term Care Insurance Licenses.

Jan 2009 - Sep 2012

Financial Consultant

Axa Advisors, Llc

FINRA Series 7 + Series 66 Securities Licenses, as well as MichiganLife, Accident, Health, Disability & Long Term Care Insurance Licenses.

2006 - 2009 ~3 yrs

Controller / Property Manager

The Grillo Companies
2001 - 2006 ~5 yrs

Vice President - Regional Controller

First American Title Insurance Company
1982 - 2001 ~19 yrs

President / Treasurer

Hunters Creek Homes, Inc.
1989 - 1994 ~5 yrs
Team & coworkers

Colleagues at Wood & Associates Tax and Wealth Management LLC

Other employees you can reach at avantax.de. View company contacts for 22 employees →

RF Rochelle Forrest Rochelle Forrest Colleague at Wood & Associates Tax And Wealth Management LlcSpringfield, Massachusetts Metropolitan Area, United States View → VV Vasu Veduruparthi Vasu Veduruparthi Colleague at Wood & Associates Tax And Wealth Management LlcFrisco, Texas, United States View → CR Clarence Richard Clarence Richard Colleague at Wood & Associates Tax And Wealth Management LlcDallas-Fort Worth Metroplex, United States View → GB Gene Bell, Ea, Cfp® Gene Bell, Ea, Cfp® Colleague at Wood & Associates Tax And Wealth Management LlcUnited States View → YG Yosiel Garcia Yosiel Garcia Colleague at Wood & Associates Tax And Wealth Management LlcArlington, Texas, United States View → AS Alisha Schweizer, Aif®, Crps®, Cpfa Alisha Schweizer, Aif®, Crps®, Cpfa Colleague at Wood & Associates Tax And Wealth Management LlcUnited States View → CN Carter Neilsen Carter Neilsen Colleague at Wood & Associates Tax And Wealth Management LlcDallas, Texas, United States View → JH Jordan Huntley Jordan Huntley Colleague at Wood & Associates Tax And Wealth Management LlcSalt Lake City Metropolitan Area, United States View → JB Joshua B. Heims, Aif® Joshua B. Heims, Aif® Colleague at Wood & Associates Tax And Wealth Management LlcBuffalo, New York, United States View → CJ Clayton Jones Clayton Jones Colleague at Wood & Associates Tax And Wealth Management LlcFort Worth, Texas, United States View →
1 education record

Gary A Wood, Cpa education

FAQ

Frequently asked questions about Gary A Wood, Cpa

Quick answers generated from the profile data available on this page.

What company does Gary A Wood, Cpa work for?

Gary A Wood, Cpa works for Wood & Associates Tax and Wealth Management LLC.

What is Gary A Wood, Cpa's role at Wood & Associates Tax and Wealth Management LLC?

Gary A Wood, Cpa is listed as Financial Consultant at Wood & Associates Tax and Wealth Management LLC.

What is Gary A Wood, Cpa's email address?

AeroLeads has found 1 work email signal at @hdvest.com for Gary A Wood, Cpa at Wood & Associates Tax and Wealth Management LLC.

What is Gary A Wood, Cpa's phone number?

AeroLeads has found 1 phone signal(s) with area code 248 for Gary A Wood, Cpa at Wood & Associates Tax and Wealth Management LLC.

Where is Gary A Wood, Cpa based?

Gary A Wood, Cpa is based in Rochester, Michigan, United States while working with Wood & Associates Tax and Wealth Management LLC.

What companies has Gary A Wood, Cpa worked for?

Gary A Wood, Cpa has worked for Wood & Associates Tax And Wealth Management Llc, Avantax Wealth Management®, Cambridge Investment Research, Inc., Axa Advisors, Llc, and The Grillo Companies.

Who are Gary A Wood, Cpa's colleagues at Wood & Associates Tax and Wealth Management LLC?

Gary A Wood, Cpa's colleagues at Wood & Associates Tax and Wealth Management LLC include Rochelle Forrest, Vasu Veduruparthi, Clarence Richard, Gene Bell, Ea, Cfp®, and Yosiel Garcia.

How can I contact Gary A Wood, Cpa?

You can use AeroLeads to view verified contact signals for Gary A Wood, Cpa at Wood & Associates Tax and Wealth Management LLC, including work email, phone, and LinkedIn data when available.

What schools did Gary A Wood, Cpa attend?

Gary A Wood, Cpa holds Bba, Accounting & Finance from University Of Michigan-Dearborn.

What skills is Gary A Wood, Cpa known for?

Gary A Wood, Cpa is listed with skills including Small Business, Life Insurance, Wealth Management, Accounting, Real Estate, Personal Tax Planning, Independent Financial Advice, and Wealth Accumulation Strategies.

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