Plan for your future. Plan with Woodsboro Financial Services.
Choosing who to invest with is as important as choosing where to invest. Beyond money, it is an investment in building a relationship you can trust and practical financial advice and strategies you can rely on based on your personal goals. From retirement planning to wealth management, our advisors are here to help you with your dreams.
Let's build an investment plan together
Meet our Advisors
Go beyond just investments. Speak with a qualified professional advisor and receive the advice and strategies that will help you pursue your long-term financial goals.
Build a Plan
As your life changes so will your investing needs. You may have specific objectives in mind – we offer access to a variety of plans based on your financial goals, for all types of investors.
Are you interested in speaking to one of our LPL Financial Advisors or learning more about our investment programs?
Connect with an advisor today or call 301.383.9676.
Woodsboro Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Woodsboro Financial Services (TM) and Woodsboro Bank (TM) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name Woodsboro Financial Services (TM), and may also be employees of Woodsboro Bank (TM). These products and services are being offered through LPL and its affiliates, which are separate entities from and not affiliates of Woodsboro Bank (TM) or Woodsboro Financial Services (TM).
Securities and insurance offered through LPL or affiliates are:
Not FDIC Insured I Not Bank Guaranteed I May Lose Value I Not Insured by any Federal Government Agency I Not a Bank Deposit
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are registered or licensed. No offers may be made or accepted from any other resident of any other state.