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Woodbury Financial Services

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3 reviews
|Other|Saint Paul, MN 55128

7755 3rd St N, Saint Paul, MN 55128

(888) 388-7773

Open now:9:00 am - 6:00 pm
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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.

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3 reviews
  • 2 Reviews1.0BBB
  • 1 Review1.0BirdEye
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on BirdEye

10 months ago

11/07/2018, 10:31 AM
absolute garbage. brokers are fee driven and couldn't care less about your financial needs. they completely misrepresented a REIT which has refused to release the balance of my investment. ponzi scam?? thanks woodbury!!
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a year ago

07/26/2018, 02:51 AM
I originally invested money through capitalone Investing. One random week I get a letter that my money will be transferred to Woodbury FInancial. After this occurred, I tried logging into Woodbury but it wasn't letting me on. I called about 40 times and held the line for hours still to no avail. I got lucky one day and got a rep. I immediately asked if I can remove my money and we spoke about the amount. She never mentioned this "fee" they would take off the top. I just think this company is very shady. They have no customer service # on their site, and when finding a number to call it is impossible to get a hold of anyone. Either this is a scam or just a poorly run business. STAY AWAY. My d...  more>>
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Carol W. on BBB

2 years ago

02/05/2018, 00:28 AM
I would like this company to know about a Financial Consultant with whom I have the uttermost distrust in! His name is Geoffrey ** ***** with Southwest Business Consultants here in Austin, Texas.
This man has been managing the 401K plan for my last employer
Orthopaedic Specialists of Austin.
I left that company in November 2017 and received my retirement account statement at the end of the year from "JULY Services". The statement said my money had been transferred and I had a zero balance.
I called Mr. ***** ** ****** ** ************ and identified myself.
I gave him my name and the company info. His exact response back to me was
"yeah, that account went to a different company at the beginni
...  more>>
Business Response:

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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