Investments

Our investment department is committed to providing the best possible service to develop an investment strategy that meets your financial goals and needs. Let us lend our expertise combined with the available resources of Woodbury Financial Services, Inc. to review your portfolio and set up your investments. We can also manage your existing investment account making it compatible to the ever-changing market place as well as consistent with your long-term goals.

Some of the products we offer are:

  • Mutual Funds
  • Traditional IRA's
  • Roth IRA's
  • Government Securities
  • Stocks and Bonds
  • Variable Annuities
  • Fixed Annuities
  • College Savings Plans
  • Life Insurance

As always, feel free to stop by to make an appointment so we can help you achieve your life goals whether it is retirement, college savings, life insurance or an investment account.

For further assistance please feel free to contact Nic Fielden. Please do not send any confidential information when contacting the Investment Department, including personal information such as social security numbers or account numbers.