Investment Advisor: Woodbury Financial Services
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Company: Woodbury Financial Services
Contact: Matthew Kasa
3070 Bristol St. Ste. 500
Costa Mesa, California, 92626
Phone: (949) 200-8204
Fax:
(949) 200-8213
Website: http://www.mattkasa.com
Financial Planning, Wealth Management, and Life Insurance for individuals and closely held businesses.
Serves Counties: Los angeles (CA), Orange (CA), Riverside (CA), San bernardino (CA), Santa barbara (CA), (CA)
License #: 4903470
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: 6-10 Years
Designations:
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Commodities
Mutual Funds
Options & Futures
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $500,000
License Type: Series 6,Series 7,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Securities and investment advisory services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. CA Insurance License 0E76802
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