Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

  • Avoid that 75¢ Pershing Fee - Register your brokerage account at myedocumentsuite.com This service enables you to view account documents online, and is provided on behalf of your financial organization by Pershing LLC (member FINRA, NYSE, SIPC), a subsidiary of The Bank of New York Mellon Corporation.
  • View Your Investment Accounts - We at Woodbury Financial are pleased to announce that you can now access your financial statements online at right here. With this state-of-the-art financial tool, you will be able to see a complete view of your holdings and transactions, along with performance reporting. Best of all, this great service is being made available at no additional cost to you, as a part of our ongoing commitment to providing you with the best in financial planning services.
  • Get your 3 Free Credit Reports per Year! - This central site allows you to request a free credit file disclosure, commonly called a credit report, once every 12 months from each of the nationwide consumer credit reporting companies: Equifax, Experian and TransUnion. AnnualCreditReport.com is the official site to help consumers to obtain their free credit report.
  • Give to the American Red Cross - Large costly disasters such as hurricanes, tornadoes and earthquakes make the news—but most emergencies don't. A house fire or a loved one needing CPR may not be newsworthy, but they're a tragedy for those involved. In every single case, it is the mission of the American Red Cross to be there and help those in need—whether disaster strikes thousands of people at once... or one family in the middle of the night. Financial contributions to the American Red Cross may be tax-deductible! Contact your tax advisor for details.
  • Life Insurance Information - The Life and Health Insurance Foundation for Education (LIFE) is a nonprofit organization dedicated to helping consumers make smart insurance decisions to safeguard their families’ financial futures.
  • Anthem Blue Cross - Health Insurance Quotes and Applications
  • Health Net - Health Insurance Quotes and Applications
  • Blue Shield - Health Insurance Quotes and Applications
  • California Donor Registry - This site allows you to sign up online to be an organ and tissue donor in California. Your organ donation could save the lives of eight people, and your tissue donation enhance the lives of another 50 people.
  • National Marrow Donor Program - Thousands of patients hope for a bone marrow donor who can make their life-saving transplant possible. They depend on people like you. You have the power to save a life. Take the first step today.
  • Partnership for Philanthropic Planning Orange County - A non-profit organization serving the needs of charitable institutions and their representatives in the Orange County community. The purpose of PPPOC is to encourage the education and training of planned giving specialists, local fund-raisers and allied professionals.
  • Saving For College - Savingforcollege.com is your best source for objective information about Section 529 college savings plans and other ways to save and pay for college. They do not sell investments or offer individual investment advice. Instead, they compile and analyze the information that will help parents and financial professionals ease the pain of constantly rising tuition.
  • Woodbury Client Resources - Woodbury Financial Services is committed to helping you choose suitable financial products and services designed to meet your individual needs and goals. Honesty, integrity, and fairness are at the center of our culture and values. On this website you will find the Guide to Investing, FINRA Investor Information, Woodbury 's Privacy Policy, and Woodbury Corporate information.

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our Agency cannot be responsible for the content of any of the above links.