ON CLIENT NEEDS
We pride ourselves on:
committed to building long term relationships with our clients,
utilizing a multi-disciplinary team approach to ensure that the most
satisfactory benefit decisions and investment choices are made.
brokerage status supports our client-centered approach to tailor our
recommendations and seek the most unbiased product solutions to
meet each client’s specific needs.
Our ability to plan
strategically and form important partnerships with reputable
providers will better
position us to serve our clients and expand into new markets without
jeopardizing our delivery of quality service.
reinvesting in the business to add state-of-the-art information
technology that can access up to date investment research, accurate
client data, and respond quickly to customer requests.
Our commitment to diversity by keeping our staff representative of the
people we serve. Our multilingual staff offers us the capacity to
serve clients in a variety of languages.
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., P.O. Box 64284, St. Paul, MN 55164 (800) 800-2638, a Registered Broker/Dealer and Investment Advisor. Securities and Investment Advisory Services through Woodbury Financial Services, Inc. Member FINRA/SIPC. Woodbury Financial Services, Inc. and Benefits Plus Consulting Group, Inc. are not affiliated entities.