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Our Clients

As a client, you are at the center of everything we do.  Our mission is to make a difference in people’s lives by offering great financial advice – it’s what we strive tirelessly to do for our clients every day.

There is a misconception that a person has to be “wealthy” to have a personal financial Advisor.  This couldn’t be further from the truth.  In many ways, it is even more important for the “non-wealthy” to have a financial guide during important decisions and to assist in saving for the future.

 Our clients come from many different backgrounds, home towns, work experiences, family situations, faiths, goals and lifestyles.  They do have one thing in common – a desire for excellent financial coaching to make the most of their current and future situation. 


Securities and Investment Advisory Services offered through Woodbury Financial Services Inc., Member FINRA, SIPC and Registered Investment Adviser. WMG Waznik Moseler Group, LLC. and Woodbury Financial Services, Inc. are not affiliated entities.
Not FDIC Insured • No Bank Guaranteed • Not a Bank Deposit • Not insured by Any Federal Government Agency • May Lose Value

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, GA, IL, IN, IA, KS, MI, MN, MS, NV, NY, OH, OR, SD, TX, UT, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

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