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Relationship With Woodbury Financial Services, Inc.

Our relationship with Woodbury Financial Services, Inc. provides us with the tools we need to serve our clients.  Because Woodbury Financial does not offer  proprietary products, we strive to assure that our recommendations are objective, unbiased, and made specifically with your best interests at heart. Backed by one of the nation's largest independent broker-dealer networks, our firm has access to state-of-the art technology, innovative investment tools, independent research, and exceptional support services that allow us to devote our full attention to your needs and objectives.

For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective is to reduce the complexity of running a financial services practise so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.

With headquarters in St. Paul, MN supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

Woodbury understands that providing Americans with unbiased investment advice can be critical to their financial plans and retirement goals. The firm has no proprietary products to sell so the goal of a Woodbury advisor is to provide truly objective, conflict-free advice and investment recommendations.

Over a thousands of financial advisors nationwide rely on Woodbury to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.