Freedom Financial Partners LLC is a trusted financial advisory firm with over 15 years of experience in providing expert financial guidance. Their team of 10 experienced advisors has successfully managed over $500 million in assets for their 1000+ clients.
The firm offers comprehensive financial planning and investment management services to help clients reach their unique financial goals. They guide clients through important financial decisions, backed by extensive research and expertise. The firm prides itself on building long-term relationships based on trust and transparency.
Freedom Financial Partners LLC caters to individuals, families, small businesses, corporate executives, and high net-worth individuals. They operate on a fee-only basis, ensuring unbiased advice and aligning their interests with their clients'.
The firm was founded on the principle of putting clients' interests first and adheres to all industry regulations and ethical standards. Their team is dedicated to helping clients achieve financial success and security.
Woodbury Financial Services, Inc. is a well-respected financial advisory firm that has been serving clients for over 80 years. With over $76 billion in assets under management and a team of 3,000 experienced advisors, the firm provides a wide range of financial services, including wealth management, retirement planning, investment strategies, and insurance solutions. Their advisors work closely with clients to develop personalized strategies tailored to their specific needs and help them achieve their long-term financial goals.
The firm serves a diverse client base, including high net worth individuals, families, and businesses, and is committed to building lasting relationships with each client. Woodbury operates on a fee-based model, where fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients' success. The firm is backed by Advisor Group, one of the largest independent wealth management firms in the country, and is known for its transparent and ethical approach to financial advice.
With a nationwide presence and a team of experienced advisors, Woodbury Financial Services, Inc. is a trusted choice for those looking for comprehensive financial planning and investment management services. The firm operates with strict ethical standards and discloses any potential conflicts of interest to their clients, ensuring complete transparency and honesty in their advice and recommendations. Overall, Woodbury is a reputable and experienced partner for anyone looking to achieve their long-term financial goals.
Woodbury Financial Services, Inc. (Woodbury) is a leading financial services organization that offers a wide range of services to help clients achieve their financial goals. With over 100 years of experience, Woodbury has a long-standing reputation for providing exceptional services and has received numerous awards and recognition. They have $10 billion in assets under management and over 1,500 advisors who have been in business for more than a century. Their comprehensive services include insurance planning, retirement planning, estate planning, investment management, tax planning, and business planning.
Woodbury caters to a diverse group of clients, including individuals, families, and businesses. They have a transparent fee structure and are compensated through a combination of fees and commissions. Woodbury is a subsidiary of Advisor Group, providing them with the necessary resources and support to deliver top-notch services. Before choosing an advisor, it is essential to understand their background and any relevant disclosures. Woodbury promotes transparency and encourages their advisors to disclose any pertinent information, such as legal or disciplinary actions, conflicts of interest, financial records, and education and certifications. Woodbury Financial Services, Inc. is a trusted and experienced company that can help clients secure a bright financial future.