John Kwasny is a Registered Financial Counselor, Wealth Manager, and an Investment Advisor Representative with Northpoint Financial Group (through Woodbury Financial Services, Inc.). John has over 25 years of experience in the Financial Services Industry.
Prior to entering this field, he spent several years in the equipment leasing business. With John’s experience gained as a small business owner and his experience with financial planning, he helps his clients anticipate and navigate the ever-changing business climate with the goal of optimizing returns and minimizing taxes.
John also provides the following financial services: Stocks, Bonds, Mutual Funds, Insurance, Annuities, Real Estate Investment Trusts, Access to Estate Planning Attorneys, Comprehensive Individualized Retirement & Estate Planning, 401(k), and other Group Retirement Plans.