Advice, strategies, value:
Our LPL Financial Advisors are committed to your goals.
Have a financial plan, goals or perhaps not sure where to start? We believe in putting the focus on you to first build a personal relationship and get to the heart of what you really want to pursue.
Invest in your future with confidence
Our advisors take pride in their dedication to getting to know you, your financial position, and your goals and dreams. They help you prioritize and develop a sound financial strategy, and stay on track so you can pursue your long-term goals.
- Personal consultation and collaborative support
- Professional financial analysis and recommendations
We go beyond investments to provide your full financial blueprint
Coordination with the professionals handling other aspects of your finances, including, tax and legal, is another way we are able to help you manage the bigger financial picture.
Let our financial consultants help you start investing for your future.
Schedule a consultation, 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 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:
