About Waypoint Financial Solutions, Inc.
We provide our clientele with a personalized approach to financial life planning, the key to smooth sailing.
We are a full-service financial advisory business committed to helping people pursue their financial goals and dreams. We believe that by understanding your lifestyle, cash flow needs and retirement goals, we can help design a portfolio to help support your worry-free retirement plan. We offer a wide range of financial products and services to help create a customized plan for individuals and business owners. Our highest priority is establishing a long-lasting relationship with our clients by maintaining the highest standards of integrity and professionalism.
The Reference Point for Your Financial Future
Our Waypoint Financial Solutions Team - Suzanne Udoni, Certified Retirement Counselor® and Financial Advisor, Eric Spindt, Registered Assistant, Stacy Jo Salan*, Director of Insurance Sales, Carli Navin*, Client Services Specialist, Rae Johnson*, Client Services Specialist, Bella Udoni*, Client Services Specialist, and Judy Buchholz*, Client Services Specialist.
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA/SIPC. Insurance offered through Waypoint Financial Solutions, Inc. and is not affiliated with Woodbury.
*Individual is not registered Woodbury Financial Services, Inc.
Tax services are not offered by, controlled by nor on behalf of Woodbury Financial Services, Inc.