Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services, and in conjuction with offering investment related services through Woodbury Financial Services; the broker dealer:

 

 

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

 

 

Products & Services Offered:

· Mutual Funds

· Variable & Fixed Annuities

· Leading Life Insurance Products

· Institutional Account Managers

· Retirement Plans

· Common and Preferred Stocks

· Corporate, Munis and Govn’t Securities

· Long-Term Care and Disability Insurance

· Medicare Solutions

· Alternate Investments and REITs

· Education Funding

· Retirement Planning

· IRA and Rollover Distributions

· Financial Needs Analysis