General Info

Woodstock Holdings, Inc., founded in 1995, offers a range of programs for independent wealth managers and advisors. The company provides brokerage products and services that include investment, insurance, and financial and estate planning. It offers stocks, bonds, mutual funds and government securities. Woodstock Holdings Inc. also provides wealth management services. The company offers certificates of deposit, collateralized mortgage obligations and retirement plans. It provides charitable donations for nonprofit organizations. Woodstock Holdings Inc. has a partnership with Fidelity Registered Investment Adviser Group and Southwest Securities, which is one of the largest clearing firms in the United States.