Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


  • Managed Advisory Accounts
  • Listed Stocks and Options
  • OTC Securities
  • Corporate Bonds
  • Tax Free Municipal Bonds
  • Unit Investment Trusts
  • Real Estate Investment Trust
  • Certificate of Deposits
  • Mutual Funds
  • Government Securities
  • Retirment Accounts
  • Pension and Profit Sharing Plans
  • 401k Plans
  • 529 Plans
  • Life Insurance *
  • Annuities
  • Alternative Investments

 *Woodstock Financial Group, Inc. is licenesed for Life and Health Insurance in many states.  Please call for specifics.