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 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.

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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 an array of products and services in conjunction with offering investment related services through Woodbury Financial Services; the broker dealer.​

Investment Management
Tax
Management
Retirement
Strategies
Life Insurance
Products
Estate
Conservation
Annuity
Products
Products and Services Available:
  • Mutual Funds

  • Variable & Fixed Annuities

  • Leading Life Insurance Products

  • Institutional Account Managers

  • Retirement Plans

  • Common and Preferred Stocks

  • Corporate, Munis and Govn't Securities

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  • Long-Term Care and Disability Insurance

  • Medicare Solutions

  • Alternate Investments and REITs

  • Education Funding

  • Retirement Planning

  • IRA and Rollover Distributions

  • Financial Needs Analysis

Need more details? Contact us

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

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPCOsaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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This communication is strictly intended for individuals residing in the states of AZ, CO, FL, GA, IN, MI, NC, TX, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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This communication is strictly intended for individuals residing in the states of (List states where the RR is registered to conduct securities business.) No offers may be made or accepted from any resident outside the specific state(s) referenced.

© 2023

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