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Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
There is no traffic in the extra mile. That's just one reason to go there for our clients.
We uncomplicate the complicated.
While developing a personalized financial plan, we will walk you through a step-by-step process so you are confident in your decisions.
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.
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.