Woodbury Financial Services Inc. is a firm that provides insurance agent or broker, financial advisor, fiduciary trustee, administrative support, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Texas (although they are present in other states as well).
Most Woodbury Financial Services Inc. clients are hospitals, outpatient health care practitioners and facilities, credit unions, elementary and secondary schools, residential intellectual and developmental disability facilities, assisted living and continuing care retirement communities, and individual and family services with revenues ranging from $24 million to $74 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Red Rock Behavioral Health Services (RRBHS) | 501(c)(3) | Oklahoma City, OK | ||
| 2 | Harmony Health Care of Long Island (LIFQHC) | 501(c)(3) | Westbury, NY | ||
| 3 | Fountain House | 501(c)(3) | New York, NY | ||
| 4 | STAR Sports Theatre Arts and Recreation | 501(c)(3) | Culver City, CA | ||
| 5 | The Post Oak School | 501(c)(3) | Bellaire, TX | ||
| 6 | Atlantic General Hospital (AGH) | 501(c)(3) | Berlin, MD | ||
| 7 | Knoxville Hospital and Clinics | 501(c)(3) | Knoxville, IA | ||
| 8 | Life Unlimited | 501(c)(3) | North Kansas City, MO | ||
| 9 | Wellmore Behavioral Health | 501(c)(3) | Waterbury, CT | ||
| 10 | Union Square Credit Union | 501(c)(14) | Wichita Falls, TX | ||
| ... | and 3 more Woodbury Financial Services Inc. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Woodbury Financial Services Inc. in the nonprofit sector include Voya, Axa Equitable Life Insurance, RBC Wealth Management, Regions Bank, Edward Jones, Edward D Jones and Co LP, Metlife Insurance Company, Capfinancial Partners, Transamerica, and Raymond James Financial Services.
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