PREVIEW - Woodbury Financial Services  Welcome to Woodbury Financial Services, Lisle, IL 

 

Woodbury Financial Services is a full-service Broker-Dealer designed for the independent Financial Services Professional with an orientation toward needs-based planning and long term client relationships. We have solid roots reaching back to 1910 and a future that keeps getting brighter.

Think of Woodbury and your representative as partners, focusing on helping you turn your financial aspirations into achievements.

Voted 2006 and 2009 Broker Dealer of the year*.   

 

Woodbury ranked No. 2 of 25 in revenue of Top Securities Broker/Dealer Firms by Minneapolis/St. Paul Business Journal.

Our role is to provide our Representatives with everything they need to help their clients achieve their goals.  Our Philosophy is simple… We succeed when you succeed.

* Investment Advisor magazine

 

Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

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