Since 1983, we've been helping families, business owners and professionals develop sound financial strategies for their personal and professional lives. Our focus is always the best interests of our clients, helping them achieve financial security now and in the future. Not only is financial success important, we want to make sure each of our clients has a plan that addresses their unique goals, needs and situations.

To know us you first need to understand our commitment to our clients. We feel it is our responsibility to understand and apply all of the details of your financial life to your financial plan. Our goal is to facilitate the process of helping you identify opportunities, risks and solutions that address your goals and needs. We go to great lengths to ensure our clients are well taken care of. 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.

>> 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.