Dear Client of Schroeder Financial Services, LLC:
I’m reaching out to share some exciting news regarding Woodbury Financial Services, the firm I use to support my business operations.
Woodbury recently announced that its parent company (formerly Advisor Group) adopted a new brand and name – Osaic. They also shared that they will join their affiliate company on January 22, 2024. This means your accounts will transition to Osaic (Osaic Wealth, Inc.) at that time. The firm will soon provide you official notice of this change, but no action is required for this transfer to take place.
These changes won’t impact the way we work together. Systems and forms are being updated to reflect the new Osaic name, but you may continue to see the Woodbury or Advisor Group name until that is completed.
If you have any questions, please don’t hesitate to reach out to me. As always, thank you for the ongoing opportunity to serve you.
Greg Schroeder, MA, MS, CFP® | Financial Consultant Schroeder Financial Services, LLC |104 W. Main St.|P.O. Box 531| Watertown, WI 53094 Office: (920) 261-8126 | Cell: (920) 988-3002 | Fax: (920) 212-3144 email@example.com
Securities and Advisory service offered through Woodbury Financial Services. Member FINRA/SIPC. Schroeder Financial Services and Bank First are not affiliated with WFS. Securities are:
NOT INSURED BY FDIC OR ANY FEDERAL AGENCY
May Lose Value
No Bank Guarantee
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Schroeder Financial Services, LLC does not provide tax or legal advice. This communication is not a covered opinion as defined by Circular 230 and is limited to Federal tax issues addressed herein. Additional issues may exist that affect Federal tax treatment of the transaction. The communication was not intended or written to be used and cannot be used or relied upon by the recipient or any other person to avoid federal tax penalties.