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Decision Tree Financial is a financial planning firm with unique perspectives in several areas of commonly misunderstood principles. Decision Tree Financial is an independent, financial planning firm. We solely represent the needs of our clients and do not work toward the agenda of any parent company.
We are independent but we have Large Partners • Broker/Dealer, Woodbury Financial, a subsidiary of The Hartford. • Investment Clearing House, Pershing - The Bank of New York Mellon. • Our insurance company partners are highly rated by Standard & Poor’s, Moody’s, and the Comdex. Save travel time: Learn about our Virtual Meetings over the internet!
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Adviser Decision Tree Financial and Woodbury Financial Services, Inc. are not affiliated entities.
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