We have a combined 50+ years of experience in the financial industry, helping individuals, families, and businesses with accumulating, protecting and distributing wealth.

Welcome to Woodbury Financial Services, Burlingame

Woodbury Financial Services is a full-service Broker-Dealer designed for the independent Financial Services Professional with an orientation toward needs-based planning and long term client relationships. We have solid roots reaching back to 1910 and a future that keeps getting brighter.

Think of Woodbury and your representative as partners, focusing on helping you turn your financial aspirations into achievements.

Voted Investment Advisor Magazine's 2006 and 2009 Broker Dealer of the Year by our Representatives.    

Woodbury ranked No. 2 of 25 in revenue of Top Securities Broker/Dealer Firms by Minneapolis/St. Paul Business Journal.

Our role is to provide our Representatives with everything they need to help their clients achieve their goals.  Our Philosophy is simple… We succeed when you succeed.

 
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lease Payment

How much would your monthly lease payment be?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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