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Wealth Services Alliance®Client Service Team

Wealth Services Alliance®
Client Service Team

Our client service team of Certified Financial PlannersTM, Chartered Financial Analysts®, and Chartered Financial Consultants® is committed to providing sound and unbiased advice to help clients optimize their complete financial picture with a coordinated estate, investment and tax strategy. Contact us today with any questions you may have. 


The Wealth Services Alliance® team includes members who are not affiliated with Woodbury Financial Services, Inc.