Woodbury Financial Services

  www.woodburyfinancialservices.com
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Woodbury Financial Services Reviews

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All Employees Current Employees Only

3.9 9 reviews

75% Approve of the CEO

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Patrick McEvoy

(4 ratings)

83% of employees recommend this company to a friend
9 Employee Reviews
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    Financial Registered Representative

    Registered Principal (Former Employee) New York, NY

    ProsOne of the biggest Broker Dealers in the Industry

    ConsHave lost personal touch in the offices

    • Culture & Values
    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities
    • Disapproves of CEO

     

    Every thing but true Independence they push their own Insurance products

    Registered Representative (Current Employee) Newark, NJ

    ProsStarted as a large Family nut as disfunctional as can be

    ConsSo Many - they are anti advisors and always thrwo blame around > BEWARE they play games on cooking their books by playing a 1099 Game

    Advice to Senior ManagementJust replace them all

    No, I would not recommend this company to a friend

    • Culture & Values
    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities
    • Approves of CEO

     

    Woodbury Financial

    Administrative Assistant (Current Employee) Atlanta, GA

    ProsFreedom of being independent, friendly and helpful support staff

    ConsLow base pay, not great training for advisors starting up

    Advice to Senior ManagementOffer better training and advice expecially with licenses to new advisors

    Yes, I would recommend this company to a friend – I'm optimistic about the outlook for this company

  1. We want your feedback – Are these company reviews helpful to you?  Yes | No
    • Culture & Values
    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities
    • Approves of CEO

     

    Adviser

    Anonymous Employee (Current Employee)

    ProsGreat resources, back office knowledgeable

    Consrecently sold to the Advisor Group

    Yes, I would recommend this company to a friend – I'm optimistic about the outlook for this company

    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities
    • No Opinion of CEO

     

    Nice place to work

    Administrative Assistant (Former Employee) Burlingame, CA

    ProsProfessional; flexible; able to work independently; excellent management team

    ConsProvide a more steady work schedule.

    Advice to Senior ManagementN/A

    Yes, I would recommend this company to a friend

    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities
    • Approves of CEO

     

    A broker dealer to come home to

    Anonymous Employee (Current Employee) Saint Paul, MN

    ProsIncredible support system, all are very helpful and provide the best service to both clients and reps

    ConsBeing part of a big company, there is a wait time for most decisions to be made.

    Advice to Senior ManagementBe quick, but don't hurry.

    Yes, I would recommend this company to a friend

    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities
    • Approves of CEO

     

    Overall

    Anonymous Employee (Current Employee) Minneapolis, MN

    Prossmall town family atmostphere, yet big time access to resources of all types, tech, products,people, knowledge, advanced sales, etc.

    Consgreat place for reps and advisors.

    Advice to Senior Managementmore communication downline

    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities
    • Approves of CEO

     

    Good pace to land if you are looking for freedom

    Financial Consultant (Current Employee)

    ProsI worked as a captive agent for another company for 18 years, I was subject to the whims of management. Woodbury has been a very good place to land as there is no interference from the company as an independent broker/dealer.

    ConsThere are not many Woodbury Financial reps in my region so I can feel like I am on an island.

    Yes, I would recommend this company to a friend

    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities
    • No Opinion of CEO

     

    Good Broker/Dealer to work for.

    Registered Representative (Former Employee)

    ProsUnlimited Products, good payouts, very flexible

    ConsLarge number of employees, thus very little personal contact.

    Advice to Senior Managementnone

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