Our Firm


Woodbury Financial Services Inc. is a full service broker/dealer designed for independent investment professionals, with a focus towards needs based planning and long term client relationships. 
At Woodbury Financial Services we believe that the lifetime financial needs of Americans are best served by local, objective, and independent representatives.
Woodbury Financial Services, Inc. was named Broker/Dealer of the Year in Division IV, which is reserved for large firms with over 1,000 representatives, by Investment Advisor magazine in both 2009 and 2006. 
Woodbury’s roots date back to 1910 and we currently have over 1,500 independent representatives throughout the United States, managing more than $21 billion in various assets, with over 200 home office personnel.