Investments & Insurance
Let us assist you in achieving your financial goals.
We feature a wide range of investment opportunities to meet your needs. Services provided include:
- Financial Strategies **
- Estate Planning and Wealth Management Strategies **
- Retirement Strategies
- College Funding Strategies
- Portfolio Reviews
- Roth & Traditional IRA’s
- 401K & Retirement Plan Rollovers
- Employee Retirement Accounts
- Mutual Funds
- Fixed and Variable Annuities
- Health, Life & Disability Insurance
- Long Term Care Insurance
Contact us for a complimentary review of your retirement and Insurance portfolio!
Kip Schmidt *
1655 N. Grandview Lane Suite# 106
Bismarck, ND 58503
*Securities offered through Woodbury Financial Services Inc.
** Securities and investment advising services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and registered investment advisor.Insurance services offered through Vue Financial Services, which is not affiliated with Woodbury.
This communication is strictly intended for individuals residing in the states of ND, SD, MN, VA, WY, CO, NE and IA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Vue Community Credit Union and Vue Financial Services are not affiliated entities of Woodbury Financial Services, Inc.
Investments and Insurance offered through Woodbury Financial Services, Inc. are not NCUA insured, not credit union guaranteed, not a credit union deposit, not insured by any government agency and may lose value.
To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.