Our Firm

WDR Financial Services, LLC is a financial services firm centered around helping clients find the solutions to meet their financial goals and become more aware of the pitfalls that serve as a road block to their success.  Our experienced and knowledgeable professionals are committed to providing the highest quality service.

We recognize the uniqueness of your situation and work with you to design a customized financial strategy and then assist you in implementing the strategy, including finding the most appropriate investment* and financial products.  Our innovative products and solutions can be part of a comprehensive plan or they may address a single financial concern you have in one of the following areas:

  • Investments*
  • Retirement planning and income replacement
  • Estate and trust planning strategies
  • Employee benefits and retirement plans
  • Business succession planning
  • Life insurance
  • Annuities
  • Long-term care insurance

* Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Member FINRA/SIPC, 1407 Route 9, Building 4, 2nd Floor, Clifton Park, NY 12065 (518) 688-2223.  All entities are independent of Equity Services, Inc. unless otherwise indicated. 

Registered Representatives of Equity Services, Inc. do not offer legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.