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Woodstock Financial Group - Potential Advisors

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Embracing the Freedom of Independence. Advisers can now own their financial practice, removing themselves from the typical office setting and turn. Woodstock Financial Group, Inc. fully embraces these principles. We firmly believe that our Unique Business Development Program can generate all the prospects you need to take your business to the next level or any level you wish to achieve. WFG’s culture is to work with each representative on an individual basis to customize a program that is unique to...

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Woodstock Financial Group - HOME

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Fee-based Asset Management Mutual funds Bond Sector-based funds Real estate Performance reporting * requires participation in WFG’s fee-based money management program 24-hour online account view. Learn more about becoming a client of Woodstock Financial Group. Ownership and entrepreneurship drives Woodstock Financial Group and the advisors it serves. The ability to service clients from anywhere in the world, offer them the products that suit their needs and use the most advanced industry.

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Woodstock Financial Group - UK Investors

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Please read these terms and conditions for entry to this website carefully. By proceeding, you agree to be bound by them and any additional terms and conditions described on individual pages of this website. If you do not accept the terms and conditions, please do not continue to use or access any pages of this website. Woodstock Financial Group, Inc. is a U.S. securities broker-dealer registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority (FINR...

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Woodstock Financial Group - About Us

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Woodstock Financial Group Inc. for almost two decades has offered unparalleled customer support through a vast network of Financial Professionals throughout the United States. Our Firm is licensed in all 50 U.S. states and Puerto Rico. Woodstock Financial Group Inc. (WFG) is licensed as an insurance agency and is an SEC Registered Investment Advisor. Most WFG employees are also Shareholders and all share the same goal of providing the absolute best possible service to all Clients and Agents.

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Woodstock Financial Group - Services

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Fidelity Investment Adviser Platform with Black Diamond Performance Reporting. Hilltop Securities IMG Advisory Platform. Hundreds of Separate Account Managers and Investment Styles. Bond – Municipal *Corporate* Government. Private and Public REITs. Online Account View and Check Writing Privileges. Fixed and variable annuities. Group and individual insurance. Estate and Financial Planning. No packaged or proprietary products. Full range of investment options and styles. Group Retirement Plan Implementation.

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Woodstock Financial Group - Client Information

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Please call our Home Office at: 800-478-2602 ext. 0 to find a WFG representative near you. An SEC Registered Investment Adviser.

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Order Routing

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The Rule requires that a quarterly report be divided into four sections:. 1 Covered securities listed on the New York Stock Exchange, Inc. (“NYSE”) and reported as Network A eligible securities;. 2 Covered securities listed on The NASDAQ Stock Market, Inc. 3 Covered securities listed on the American Stock Exchange LLC (“AMEX”) or any of the regional stock exchanges and reported as Network B eligible securities;. Rule 606 Order Routing. An SEC Registered Investment Adviser.