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.
In addition to Insurance, Advisory, Financial Planning and Traditional Brokerage, we can offer many custom solutions for not only high net worth clients but also independent Financial Professionals.
Most WFG employees are also Shareholders and all share the same goal of providing the absolute best possible service to all Clients and Agents.
Woodstock has previously been awarded the “Best of Business” award from the Atlanta Journal Constitution (2005). We have also been rated “Best of the Best” in correspondent Broker Dealers by our New York Stock Exchange Member and Clearing Firm Southwest Securities.
Southwest Securities currently clears security transactions for over 165 Broker Dealers.