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Our Services

Investment Products
The SBG Financial working with Woodbury Financial Services, Inc., network of financial professionals has access to a wide variety of investment products.

  • Stocks-Listed and NASDAQ (OTC)
  • Bonds (U.S. Treasury, Municipal, Corporate)
  • Options-Equity and Index
  • Exchange Traded Funds-Spiders, Diamonds, QQQ, iShares, ETF's
  • Preferred Stocks
  • Unit Investment Trust
  • Closed End Funds
  • Funds Network (Access to over 5,000 mutual funds)
  • Alternative Investments (Non-traded REITS, Equipment Leasing, Oil & Gas, Tax Credit)

Fixed Income Ideas Catered to Meet Your Needs
The SBG Financial with Woodbury Financial Services, Inc., offers a wide spectrum of fixed income securities. Our fixed income team specializes in conservative portfolios structured for income and capital preservation.

  • US Government Bond, Notes, Agencies
  • Corporate Bonds
  • Tax Free Municipal bonds
  • Certificates of Deposit (CDs)

Asset Management Accounts

  • Brokerage Access-Free check writing, $500 minimum. Requires minimum balance of $5000 cash or securities.
  • Brokerage Portfolio-Combines client's investment accounts with no-fee check writing and Visa Gold ATM/Debit Card. Allowing clients to streamline their finances, enabling them to save time and money, avoiding the inconvenience of maintaining multiple accounts.
  • Margin Accounts-Allows borrowing against securities held in your account at very competitive lending rates.
  • Option Accounts-Can provide investment alternatives that can be used in a variety of investment strategies to potentially manage risk or improve profit (option accounts require certain customer qualifications).

Retirement Plans
Discover the power of tax-deferred investing.
Are you confident that your retirement is on the right track?

  • Self Directed IRAs (Traditional & Roth)
  • Simplified Employee Pension Plans (SEPs)
  • Simple IRA Plans
  • Keogh Profit Sharing-Money Purchase Plans (Individual & Corporate)
  • 401 K Plans

Insurance Products

  • Low Cost Term Insurance
  • Fixed Annuities
  • Variable Annuities
  • Long-term Care Insurance

Note: All insurance products may not be available in all states

Convenient Money Management Tools

  • Safe Keeping of Securities
  • Dividend Reinvestment (Available)
  • Easy to Read Statements
  • Simplified Tax Records
  • Electronic Funds Transfer (Available)
  • Competitive Rate Margin Loans
  • Automatic Cash Balance Sweeps for IRA Accounts
  • Online Access to View Accounts 24 Hours a Day, 7 Days a Week

Fee-Based Managed Account Services Offered by Woodbury Financial Services, Inc.

  • Select Private Institutional Money Management
  • Woodbury Financial Services, Inc. Managed Account
  • Torii Asset Management

This brochure merely presents a broad overview of the many investment services and products Woodbury Financial Services, Inc. has to offer investors.

Whether you are an active trader, trade less frequently or are looking for quality money management, we invite you to open an account with us. We think you will agree that the combination of Woodbury's competitive pricing, broad range of products, and personalized service will empower you with all the investment tools you will ever need.