Woodbury Financial Services, Inc. is a Chicago-based financial services firm offering a comprehensive range of retirement planning options, including IRA, SEP IRA, Simple IRA, and 401k plans, as well as college savings plans and life insurance planning. They also provide estate and business supplemental retirement planning, captive insurance trusts administration, insurance trusts, business owner funding, and servicing of defined benefit plans.
Securities are offered through Woodbury Financial Services, Inc., while insurance services are provided through tw3group, an independent entity not affiliated with Woodbury Financial Services, Inc. With a focus on residents of Arizona, California, Illinois, and North Carolina, Woodbury Financial Services, Inc. and its representatives prioritize personalized financial solutions, although they do not offer legal or tax advice.
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