Woodbury Financial Services is a firm that provides financial advisor, insurance agent or broker, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California, New York, and Texas (although they are present in other states as well).
Most Woodbury Financial Services clients are outpatient health care practitioners and facilities and residential intellectual and developmental disability facilities with revenues ranging from $17 million to $127 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | United Way of Metropolitan Dallas | 501(c)(3) | Dallas, TX | ||
| 2 | American College of Emergency Physicians | 501(c)(6) | Dallas, TX | ||
| 3 | La Clinica de La Raza | 501(c)(3) | Oakland, CA | ||
| 4 | Bay Area Community Services | 501(c)(3) | Oakland, CA | ||
| 5 | Area Agency on Aging Region One | 501(c)(3) | Phoenix, AZ | ||
| 6 | Punxsutawney Area Hospital (PAH) | 501(c)(3) | Punxsutawney, PA | ||
| 7 | Bethel Methodist Home | 501(c)(3) | Croton on Hudson, NY | ||
| 8 | Puget Sound Regional Services | 501(c)(3) | Renton, WA | ||
| 9 | Community Resource Project | 501(c)(3) | Sacramento, CA | ||
| 10 | Bethel Nursing Home | 501(c)(3) | Croton on Hudson, NY | ||
| ... | and 5 more Woodbury Financial Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Woodbury Financial Services in the nonprofit sector include Raymond James and Associates, Ubs, Leafhouse Financial Advisors, LLC, Commonwealth Financial Network, Valic, Pentegra Services Inc., Royal Alliance Associates Inc, Edward Jones, Definiti, LLC, and Cetera Advisor Networks, LLC.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.