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Products & Services

At Hadel Financial Advisors, Inc., a client's goals and concerns are discussed through individualized meetings. In addition, a risk profile will be completed and an assessment made to determine the client's investment objectives and risk tolerance level. After the evaluation, we are able to design a personalized portfolio for the client and determine which of the following products would best suit their needs:

Investments

  • Bonds
  • Common stock
  • R.E.I.T.'S
  • Brokerage Accounts
  • I.R.A.'s
  • Annuities

Financial Planning

  • Retirement Plans
  • College Plans
  • Estate Plans
  • Business Planning

Insurance

  • Life Insurance
  • Long Term Care Insurance

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.