WSFL OTC

Operating through its subsidiary within the United States, Woodstock Holdings, Inc. (WSFL) provides comprehensive securities brokerage and investment banking solutions. The firm delivers both commission-based and fee-based asset management services to a diverse clientele of individual and institutional investors. A network of independent registered representatives enables the company to provide retail clients with a variety of offerings, including equities, mutual funds, fixed-income instruments, managed portfolios, and additional investment advisory and financial planning support. Furthermore, it makes variable annuities and life insurance policies available to retail customers and other consumers through its independent contractors and broker network. Beyond this, Woodstock Holdings furnishes investment oversight and offers strategic planning and consultation across diverse financial domains. These include personal financial planning, tax strategy, benefits consultation, corporate 401(k) administration, and other specialized financial structuring. Established in 1995, and based in Woodstock, Georgia, the company officially adopted the name Woodstock Holdings, Inc. in January 2010, having previously operated as Woodstock Financial Group, Inc.