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Woodbury Financial Services, Inc.

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Woodbury Financial Services, Inc.

Mission statement:

The lifetime financial needs of Americans are best served by local, objective, independent representatives. Woodbury exists to help the best independent reps succeed in serving the financial planning needs of their clients.

Overview:

What is a Broker-Dealer?
A broker-dealer is a business authorized by the U.S. Securities and Exchange Commission (SEC) to buy and sell securities on behalf of clients or itself. Transactions of this nature are typically processed by financial professionals who have chosen to associate with a broker-dealer. When a financial professional partners with us, he or she has access to a broad array of products and services, including but not limited to:

   Life insurance, variable annuities, and mutual funds
   401(k) products
   College savings plans
   Alternative investments
   Brokerage services
   Registered Investment Adviser products
   Diversified Brokerage Services (DBS)

History:

Our name may be new to you, but the roots of Woodbury Financial Services go back to the turn of the century. As a member of The Hartford, Woodbury Financial is backed by the strength and stability of one of the most widely recognized companies in the industry.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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