We Make It Convenient

Flexible Service Locations: Your Choice

Professional – Confidential – Secure

Remote Access via the Web

Sometimes it's just convenient to set up a remote session. No time spent on travel and we don't even care what we may look like. We use join.me and its secure sessions for our 'remote' client service.

Across the Kitchen Table

We do make house calls. In fact, it's almost a requisite to get to know each other in a semi-formal manner. No dinner is necessary, but a glass of water is always welcome to keep things flowing.

At Your Favorite Coffee House

We can get conversations going and set up expectations for results of our services. Although public locations are not the most secure, documents may be provided to us for review, scanning and subsequent return.

Securities and investments advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Let us help you attain your financial goals in the right ways.