Woodbury Financial 3rd St, Oakdale

Woodbury Financial Reviews

• L

  Lisa Redding
  1

  My information was automatically transferred from Questar to Woodbury Financial back in March. I've attempted to contact this company THREE TIMES and each time: NO RETURN CALL and they've only sent me forms. I'm taking my business elsewhere and my new rep better not have any problems. I would avoid this company at all costs. They have no customer service representatives actually answering their phones. Your money is better off with a firm that can actually phone their clients and speak with them directly!

• P

  Peter Miles
  5

  Woodbury Financial has been a wonderful company to partner with as an Independent Advisory firm. Their services and support for advisors has been nothing but the best. Their services allow us advisors to give our clients a professional and high class services. I researched many broker dealers to partner with and hands down made the right choice with Woodbury Financial.

• M

  MrCrispy501
  1

  My initial financial adviser with them was great. But, then, I was passed on to another one in Emporia, KS. Over a period of two years, he never returned any of my phone calls; not a single one. When I contacted Woodbury to finally close out my out and move the funds elsewhere, it was a nightmare. They kept telling me that I had to go through my adviser and he had to liquidate the funds. I must have spoken with 5 different people at their company. Eventually, when my adviser did not return their phone calls or emails either, they got the funds liquidated and closed my account. I realize that I did not have a huge account (between $10K - $20K), but that is no reason to treat me any differently. That is a large amount of money to me and I ended up losing about $2K - $3K as I waited for them to liquidate and close my account.

• C

  Charles Steinmetz
  1

  Only in it to make money. They offer either dubious advice or advice you can get with a regular accountant. They also do not exercise fiduciary responsible and ensure the client can actually benefit from their services, even when past return data is provided. They charge a lot upfront, and only produce deliverables when asked for a refund.

• S

  S F
  2

  Online format is nice; however, customer service investment assistance is hit or miss, leaning on very poor compared to other firms. I have experienced multiple instances where transactions took place on my behalf, but I was not truly educated regarding fees, etc. I do not have faith that my money is being handled well and have chosen to go elsewhere.

• M

  Morgan Tsu-Raun
  1

  Customer service has been incredibly unhelpful for the last two months fixing issues with my account, losing me money along the way. Hoping this will get somebody to reach out who can help fix the problems.

• P

  Peter Healy
  1

  Rup has mined old records . Warning this is unreachable and using old records of a client no longer belonging to me. Warning this account belongs to another client and has no rights to this info. G P Healy

  Response from the owner

  Hi Peter, have you contact your regional vice president and voiced your concern? You can also call us at (800) 800-2638 and we would be happy to discuss.

• T

  Tammie Foley
  1

  Will not answer my phone calls - I've been trying for MONTHS. I wanted to increase the amount I'm investing but I dont trust these people will a time and will be moving my account elsewhere.

• B

  Burton Williams
  1

  My wife gets a letter from this company today. WE DO NOT DO ANY KIND OF BUSINESS WITH YOU PEOPLE ! WHAT IS THIS, A BLOODY SCAM ?? DON'T MAKE ME DRIVE UP THERE FROM TENNESSEE !!

• M

  Mary La Fond
  1

  WOODBURY FINANCIAL DOES NOT PROTECT MY PERSONAL OR FINANCIAL INFORMATION. THERE IS NO EASY WAY TO CONTACT THEM. I WOULD STRONGLY ADVISE AGAINST USING THIS COMPANY.

  Response from the owner

  We're sorry you've had this experience Mary. Protection of client data is our utmost concern. Your financial advisor should be able to address your concerns, or you can visit our website and click the for clients section to access your account. Our general inquiries number (800-800-2638) is also listed on our site.