ABOUT US

Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Our Mission Statement

A financial services company committed to integrity and doing the right job for our clients, business partners and neighbors.

 

Our mission is to provide superior services and products by developing innovative strategies that may improve the quality of life and help satisfy clients’ long term needs. We accomplish this through a comprehensive

review of our clients’ investment objectives, combined with a conservative, long-term approach to asset allocation.

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 conjunction with offering investment related services through Woodbury Financial Services; the broker dealer:

  • Tax management

  • Investment management

  • Retirement strategies 

  • Estate conservation

  • Insurance and annuity products

Our Qualifications

We have been working with individuals and businesses in the area for several years.

 

Each of our agents has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are registered and licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our knowledge to help you pursue your financial goals.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.