Nassau, Suffolk, Queens, Brooklyn, Bronx, New York,
New Jersey, Florida, California, Delaware

CONNECT

Address:

22 Chestnut Lane
Woodbury, NY 11797

Phone:

631 692 6097 Cell 917 807 3394

Fax/Other:

631 692 6098

Our Mission Statement

Aspire   Achieve 
providing individuals, families, professionals,
small businesses and corporations with
financial solutions & wealth strategies.
 

 

You spend countless years of hard work and dedication in order to protect your family, practice, & business to  build  a successful financial plan. Here at Woodbury Financial Services, Inc., Residency To Retirement & National Financial Fitness our mission is to create and implement financial programs that meet and exceed your individual, family and business objectives. Noted for outstanding service, our specialists will examine your specific plan and recommend a strategy suited for your needs, followed by seamless plan implementation.   You, your family and your business can rest assured with your financial future in our hands.

 

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. 
 
Our company has grown to one of the Tri-State Premier Full Service Financial Advisors that provide Independent  Financial and Insurance Products & Services. We do not  have  to push a company or  product.  We do what is  best for  each individual client, not a  company. You come first, and It is the only way we work !
 
We have  a broad range of experience in all areas of  Individual &  Business Insurance, Employee Benefits,  Financial Services & Products,  and we provide these services and products for your Business and Personal concerns with quality highly rated National Companies.
 
Our office includes a state of the art computer system for client record keeping and direct Financial & Insurance Company interface for better overall service. In addition, we have a special rating computer program so that instant rate comparisons can be made of the county’s finest insurance companies.
 
In a time where attention to detail and personal service is virtually a relic of the past,  we  provide that special difference: the respect for specific needs, whether the clients are individuals or large corporations.
 
Our Primary Objective...is to establish a working relationship between you, and our office; to provide you with  the Financial  and Insurance Products & Services that are to your benefit and profit.
 
Our number one product is service; service specifically designed to protect you.
 
We would like to become part of your Financial & Insurance Products Program, and to participate in the planned growth of your family,  company or practice by providing the best possible, Total Financial & Insurance Products, Services & Solutions.
 
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck