Our Services

Our Services

There are many financial products available in the market, so choosing the ones that best meet your needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of your needs and goals.  After your initial consultation, you will be better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Our products and services include:

INVESTMENTS: 

  • Mutual funds
  • ETF’s
  • Munis
  • Stocks
  • Bonds
  • REITS
  • CD’s and more

INSURANCE PLANS: 

  • Life
  • Health
  • Medicare supplements
  • Annuities
  • Long-term care

BUSINESS RETIREMENT PLANS: 

  • 401(k)
  • 401(b)
  • SIMPLE
  • SEP
  • IRA plans

TAXES:

  • Consultation and preparation for individuals, businesses and estates

 

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice. 5701 Golden Hills Road, Minneapolis, MN 55416-1297. (888) 446-5872.

Representatives may not be registered to provide securities and advisory services in all states.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

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