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How Can We Serve You?
We strive every day to give the best service & offer most sophisticated Investment platforms to our clients and teach our clients how to manage their overall Financial Affairs through a team of professionals.

After reviewing all the information, if you’d like to have a conversation about working together, we would be happy to see if we can add value to your overall Financial Plans. To set up an free initial 30 minute consultation and answer all your questions, please review our availability on the schedule to make an appointment below.

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If you’re not ready to make an appointment over the phone you can send us your questions via email and we will respond within 24 hours.
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Insurance and Tax services offered through Hoss Retirement & Insurance Services, Inc., which is not affiliated with Woodbury Financial Services, Inc.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. Insurance services offered through Hoss Retirement & Insurance Services, Inc. which is not affiliated with Woodbury Financial Services, Inc. Woodbury Financial Services Inc. does not offer tax or legal advice.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, FL, ID, NV, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.