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Woodbury Financial Services

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22 reviews
|Financial Advising|Oakdale, MN 55128 United States

7755 3rd St N, Oakdale, MN 55128 United States

(888) 388-7773

Closed now



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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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22 reviews
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William E. review for Woodbury Financial Services
William E. on Birdeye

6 months ago

09/19/2022, 11:18 AM
Horrible!!! I opened a 401k account with Woodbury several years ago. For the entire 5 years of holding an account with them their customer service could not find any existence of my account in their computer system. I received monthly statements with the account number listed on them, but they denied servicing the account for 5 whole years! I tried to close the account over 30 times I'm 5 years. They also denied that! Finally after getting a lawyer involved, and lots of hassle and time, it looks like they may finally release the funds to me. I have never had this much trouble with a bank. This is the first bad review I have written, but I feel that it may serve to warn others. Please do not do business with Woodbury!
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Omar M. review for Woodbury Financial Services
Omar M. on Birdeye

2 years ago

04/13/2021, 12:40 PM
Horrific & the most unprofessional people I ever had to deal with!? They send me a pdf to fill out, the problem is I can't fill in on a pdf? It has to be a word doc or so,so that was a waste of time & waiting on the phone, I called back & she said I don't know how to access a pdf??? What? So how am I suppose to do I It's like an episode from the Twilight zone!
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Trishia B. review for Woodbury Financial Services
Trishia B. on Birdeye

3 years ago

12/30/2019, 13:36 PM
Worst financial investment institution you could interact with! Not only do they not fulfill their promises, but if you want to work with someone who doesn't take the time to understand your needs, and refuses to accept responsibility for any mistakes, this is the place to go! Not only did they move the wrong funds for me, but then I was told (and it was recorded!) that they would do a letter of indemnity to move the funds back and correct the error, but instead they went on a 2.5 month review process and decided they were not at fault. The employees are ignorant, narcissistic, and actually said that my account doesn't make them enough money to warrant a phone call with me to actually understand what I was asking for.
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Andy D. review for Woodbury Financial Services
Andy D. on BBB

3 years ago

11/20/2019, 05:26 AM
Hello, I had invested money in an investment account at Capital One that was passed over to Woodbury Financial Services Inc. I must say that I have yet to see an investment firm or business in the US of A that is as clandestine, and difficult to reach/contact/do business with as this company that appears to be very shady in its business practices. All of the telephone numbers listed are bogus and one cannot reach a "warm body" via any of these numbers, including its customer service number. There is no way to send an email to customer service or any of the folks whose headshots and bios appear on the is indeed shameful! They are sitting on my hard earned after tax $$$ and do not return my phone calls which is reprehensible and unacceptable!!! I am positive I am not the only customer being subjected to this ordeal - can the BBB help us fix this unacceptable behavior and lack of customer responsiveness???? Thanks and regards, Andy **
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dan k. review for Woodbury Financial Services
dan k. on Birdeye

4 years 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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MT review for Woodbury Financial Services

5 years 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 dog could probably do a better job.
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Carol W. review for Woodbury Financial Services
Carol W. on BBB

5 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 beginning of the year"....I literally had to pool teeth to get him to accommodate me! He said I needed to log into John Hancock and they will help me! I said I doubt I can just log into John Hancock and find my money. He then tells me to try of course was not right. I finally asked him why can't he assist me since he is the "finance guy" and he said after I log in and enroll to call him back with any questions??? As you are aware, one cannot simply login and enroll into a 401K plan without a contract #. All of which I had none. He could have been a professional and kindly look up that contract for me but he was too lazy and in a hurry to hang up. I am guessing that since he may no longer be making any money off me I am no use to him anymore. That is exactly how I felt and exactly how he makes your company look really, really bad.
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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