Since 1983, we've been helping businesses develop sound bottom line benefits and retirement programs for their employees and executives. In many cases we not only advise, recommend and research the best solutions, we also work closely with you to support your programs with claims support, renewals and employee education. Our focus is always the best interests of our clients, helping them address business issues that affect their success, especially their competitiveness and bottom line.

To know us you first need to understand our commitment to our clients. We feel it is our deep responsibility to understand your business and your employees needs. Our goal is to facilitate the process of helping you identify opportunities, issues and solutions that address your goals and needs. We go to great lengths to ensure our clients are well taken care off. We commit to ongoing communication, not common in today's fast paced digital world. We believe strong relationships are at the core of our success together.

We sit on the same side of the table as you, we do not work for the insurance or investment companies; we work for you. Finding the best solutions for your situation might sound cliché, but it's our philosophy and we've been walking the walk since 1983 for our clients.

>> TO LEARN MORE ABOUT OUR COMPANY, READ "THE BDP&W STORY"

 

 
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.