Woodbury Financial Services, Inc. is a part of The Hartford Financial Services Group, Inc. located in Woodbury, Minn. The firm is an independent broker/dealer, which provides orientation to the independent financial services professional towards need based planning and long term client relations. Woodbury Financial services has more than 200 home office employees and over 1,850 independent representatives across the United States. It has been named the 2009 Broker-Dealer of the Year, by Investment Advisor magazine for the second time in four years.Suggest edits
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10 months ago
a year ago
2 years ago
Carol, I am very sorry you felt that way. I tried to help you log in every way I could. Since you were terminated with the employer prior to the new plan being initiated, you were removed as an active participant. I was not able to help you get to your account. So I recommended you call John Hancock to get help. Since you were no longer an employee and not available for the enrollment meeting to the new plan you did not get any login help from me on the day of enrollment. I spent the better part of a day at the workplace to help everyone get into the new plan and help them get logged in. I didn't send you away because I didn't want to help you. I really could not help login and so I recommend you call John Hancock since they were the ones in possession of your money, I didn't have your money to give you. I do my best every day to sit down with participants to help navigate enrollments and help them make wise financial decisions. I take special care to make sure they get what they need. I offered to help you with anything additional you might need after they could help you get logged in. I did my best to help you but was not able since realistically you were really no longer a participant I could see in the retirement plan system. I am truly sorry you felt the way you did about our interaction. I am sorry you were caught in an unfortunate timing situation with your former employer which is the cause of most of your angst.
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