As a member of Kaiser Financial, we are supported by one of the top independent broker dealers in the country, Woodbury Financial Services.
Woodbury Financial Service's mission is to provide advisors with access to a wide range of financial services and resources. They produce no financial products and encourage their advisors to be objective. Their level of commitment to what is in the best interests of clients is unique in the industry.
Woodbury Financial Services has strong relationships with the leading manufacturers of financial solutions and products. This experience and knowledge combined with access to cutting-edge resources provides Legacy advisors with the tools they need to deliver advanced wealth management strategies.
Choose the best of all worlds
Advisors who are selected members of Woodbury Financial Services, take a holistic approach to your financial planning and implementation needs. They offer you the best of all worlds when you need the advice and experience of a trusted financial advisor.
With Woodbury Financial Services, you have the benefit of an experienced, independent and objective financial professional backed by a network of national resources helping you reach your financial goals. That is truly a powerful partnership working for you.
Investment Advisor Representative
Ryan Kaiser is a financial advisor who helps individuals, families and business owners define their financial goals and then develop a strategic financial plan that will help them reach those goals. Ryan listens carefully to what...
Client Service Representative
Kate serves as a Client Service Representative for Kaiser Financial. She is responsible for working with new and current clients on account openings, fund transfers and any other key account servicing needs.