Join Woodbury Financial

It’s time to get to know Woodbury Financial

We know that selecting the best broker-dealer is a serious and complex decision. At Woodbury Financial, you get the best of both worlds. As part of Advisor Group, we’re able to offer the resources of a larger broker-dealer; yet we operate independently, which allows us to maintain the rich culture and close relationships of a smaller firm.

Economic alignment

At Woodbury Financial, interdependency is key. Our financial model is wrapped around the philosophy — when our advisors succeed, we succeed. We view the GDC you produce as your money and consider the portion of GDC we retain as an investment you are making in us. Our economic alignment provides an environment for growth and we believe delivers a greater return on investment to our advisors than any other broker-dealer.

Choice and independence

We pride ourselves on offering you the best and broadest selection of products backed by extensive research and due diligence. This level of independence enables you to provide truly sound advice
to your clients, with the confidence that you’re presenting them with the best available solutions for their needs.


Our customizable, integrated technology solution helps you minimize paper flow, maximize office efficiencies, reduce software costs and ultimately provide better service and advice to your clients.

Service and Support

The firm’s unique three-dimensional sales support includes local field leaders, a regionalized support team, and MVP service for top producers. In addition, our advisors have access to a dedicated team of experts to help with complex business issues and provide ideas to enhance their practice. From on-staff advanced sales attorneys to strategic business partners, advisors are amazed at the depth and breadth of our infrastructure.

A seamless transition

When you’ve made the decision to join Woodbury Financial, we do everything possible to ensure a smooth and hassle-free transition. Our TransitionONE approach provides you with one team of licensed transition professionals who will develop a comprehensive plan to meet your unique requirements. Contact me today at (845) 724-1259 or to discuss the Woodbury Financial difference!

Best regards,

Gene Tannenbaum
Regional Field Leader
Woodbury Financial Services, Inc.