Blue Orca Financial Services is owned & operated by Bill W. Wood who has 25+ years experience in the Financial Services industry and has worked for many highly regarded companies including American Express / Ameriprise Financial Advisors, American Express Tax & Business Services, Allstate Insurance Company, Jackson Hewitt and RBC Bank to name a few. He is originally from upstate New York and has a Bachelor of Arts degree in Economics with a minor in Accounting from the State University of New York @ Oswego.
Bill acquired a wide variety of extremely valuable skills working in the following positions: as a Financial Advisor (owned & operated his own practice for 6 years in Tampa before selling it to relocate to Brevard County), Commercial & Business Banking Vice President, Credit Analyst, Tax Preparer, Bookkeeper, Quickbooks Expert, Business Owner and more meaning you can rest assured that you're receiving superior and objective advice from a highly experienced and knowledgeable financial professional focused on helping you achieve your financial goals. Integrity, transparency and always doing what's best for the client are the guiding principles of our practice.
Although many of our clients are local a vast majority of them are not meaning we have clients throughout the country. This is made possible through advanced technology that is very commonplace today and very user friendly with more and more business professionals serving their customers in this capacity.
We utilize video meetings (think Skype or Facetime), cloud based services so there's no need to transfer data files via flash drives or emails, remote log in technology so we can show you things on our computer screen or look at and control your computer with you to teach you or show you various things all while you sit in the comfort of your own office, home or even your favorite outdoor space. No need to waste time driving to and from appointments or fighting traffic plus you'll be where all of your resources are just in case a certain file or document is needed during our meeting.
We handle everything and use bank grade security so there's no need for you to be tech savvy. After 1 or 2 meetings most clients express how much they love it and wish they could handle all of their business matters the exact same way with such efficiency. You'll save time, have less stress and love the convenience all while receiving real time expert financial services!