Our uniqueness is really quite simple; we view your problems and issues as our own. We identify with businesses; the challenges they face on a daily basis and we understand the need to find trusted professionals to inform and advise you.

Our diverse expertise and experience is also unique. Having various specialists in core areas of insurance and investment planning provides us with extensive resources working for you, helping you achieve your goals for your business and providing a sound benefit and retirement program for your employees and executives.

BDP&W Financial Group was formed to help clients achieve financial synergy, and we do this by adhering to our Financial Synergy Process.

 

 

 
Take Our Financial Synergy Quiz
 

Forms

Links

Calculators

The BDP&W Story
Newsletter Signup
 
 

Paul Dato, John Wright and George Mannella are Investment Advisor Representatives of, and offer Securities and Investment Advisory Services through, Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Advisor.

Fred Beyer, Frank Pistorio and Anita Reboletti are Registered Representatives of, and offer Securities through, Woodbury Financial Services, Inc. Member FINRA, SIPC.

BDP&W and Woodbury Financial Services, Inc. are not affiliated entities.

Fred Beyer is licensed in: AZ, IL, MI, MO, NJ. Paul Dato is licensed in: AZ, FL, IL, IN, NJ, NV, NY, WI. Frank Pistorio is licensed in: IL, TX, WI. John Wright is licensed in: IL, IN, MI, NY, OH. George Mannella is licensed in: FL, IL, IN, MD, WI. Anita Reboletti is licensed in: IL.