How does the advisor help clients – Key Takeaways:
Woodbury Financial Services, Inc. provides comprehensive financial services, including wealth management, retirement planning, investment strategies, and insurance solutions to help clients achieve their long-term financial goals. Through personalized financial advice, the advisors at Woodbury help clients make informed decisions and develop strategies tailored to their specific needs.
Facts and Insights
Woodbury Financial Services, Inc. is a leading financial advisory firm with a strong track record of success. With over $76 billion in assets under management, and a team of over 3,000 experienced advisors, the firm has been helping clients achieve their financial goals for over 80 years. Woodbury is committed to providing high-quality financial planning services and fostering long-term relationships with clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $76 billion | 3,000+ | 80+ years |
Financial Services Offered:
- Wealth Management
- Retirement Planning
- Investment Strategies
- Insurance Solutions
Client Types:
Woodbury Financial Services, Inc. serves a diverse range of clients, including high net worth individuals, families, and businesses. The firm’s advisors have experience working with clients of all backgrounds and financial needs, and are dedicated to providing exceptional service and tailored solutions.
Fees & Compensation:
Woodbury Financial Services, Inc. is a fee-based financial advisory firm. This means that the firm charges a fee for their services, rather than earning commissions based on the sale of financial products. Fees are based on a percentage of the assets under management, ensuring that the firm’s interests are aligned with their clients’ success.
Background:
Founded in 1931, Woodbury Financial Services, Inc. has a long history of delivering top-notch financial planning and investment management services. The firm is headquartered in Oakdale, Minnesota and has a nationwide presence, with offices in all 50 states. Woodbury is backed by Advisor Group, one of the largest independent wealth management firms in the United States.
Financial Advisor Disclosures to Know:
Financial advisors at Woodbury Financial Services, Inc. are required to adhere to strict ethical standards and disclose any potential conflicts of interest to their clients. This includes any commissions earned through the sale of financial products, as well as any affiliations or relationships with other financial firms. Woodbury is committed to providing transparent and honest advice to all their clients.