Woodbury Financial Services

  www.woodburyfinancialservices.com
  www.woodburyfinancialservices.com

Woodbury Financial Services Reviews

9 Reviews
3.8
9 Reviews
Rating Trends

Recommend to a friend
Approve of CEO
(no image)
Patrick McEvoy
4 Ratings

Employee Reviews

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  1.  

    Financial Registered Representative

    Former Employee - Registered Principal in New York, NY
    Former Employee - Registered Principal in New York, NY

    I worked at Woodbury Financial Services as a contractor (more than 5 years)

    Pros

    One of the biggest Broker Dealers in the Industry

    Cons

    Have lost personal touch in the offices

  2.  

    Every thing but true Independence they push their own Insurance products

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Registered Representative in Newark, NJ
    Current Employee - Registered Representative in Newark, NJ

    I have been working at Woodbury Financial Services full-time (more than 5 years)

    Pros

    Started as a large Family nut as disfunctional as can be

    Cons

    So 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 ManagementAdvice

    Just replace them all

    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO
  3.  

    Woodbury Financial

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Administrative Assistant in Atlanta, GA
    Current Employee - Administrative Assistant in Atlanta, GA

    I have been working at Woodbury Financial Services full-time (less than an year)

    Pros

    Freedom of being independent, friendly and helpful support staff

    Cons

    Low base pay, not great training for advisors starting up

    Advice to ManagementAdvice

    Offer better training and advice expecially with licenses to new advisors

    Recommends
    Positive Outlook
    Approves of CEO
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  5.  

    Adviser

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Woodbury Financial Services full-time

    Pros

    Great resources, back office knowledgeable

    Cons

    recently sold to the Advisor Group

    Recommends
    Positive Outlook
    Approves of CEO
  6.  

    Nice place to work

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Former Employee - Administrative Assistant in Burlingame, CA
    Former Employee - Administrative Assistant in Burlingame, CA

    I worked at Woodbury Financial Services

    Pros

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

    Cons

    Provide a more steady work schedule.

    Advice to ManagementAdvice

    N/A

    Recommends
    No opinion of CEO
  7.  

    A broker dealer to come home to

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Current Employee - Anonymous Employee in Saint Paul, MN
    Current Employee - Anonymous Employee in Saint Paul, MN

    I have been working at Woodbury Financial Services

    Pros

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

    Cons

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

    Advice to ManagementAdvice

    Be quick, but don't hurry.

    Recommends
    Approves of CEO
  8.  

    Overall

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Current Employee - Anonymous Employee in Minneapolis, MN
    Current Employee - Anonymous Employee in Minneapolis, MN

    I have been working at Woodbury Financial Services

    Pros

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

    Cons

    great place for reps and advisors.

    Advice to ManagementAdvice

    more communication downline

    Approves of CEO
  9.  

    Good pace to land if you are looking for freedom

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Current Employee - Financial Consultant
    Current Employee - Financial Consultant

    I have been working at Woodbury Financial Services

    Pros

    I 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.

    Cons

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

    Recommends
    Approves of CEO
  10.  

    Good Broker/Dealer to work for.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Former Employee - Registered Representative
    Former Employee - Registered Representative

    I worked at Woodbury Financial Services

    Pros

    Unlimited Products, good payouts, very flexible

    Cons

    Large number of employees, thus very little personal contact.

    Advice to ManagementAdvice

    none

    No opinion of CEO

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