Category: | Insurance agency, |
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Address: | 3380 Trickum Rd, Woodstock, GA 30188, USA |
Postal code: | 30188 |
Phone: | (770) 924-7071 |
Website: | https://www.woodstockfg.com/ |
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Woodstock Financial Group is based out of Woodstock. Woodstock Financial Group is a large advisory firm with 934 clients and discretionary assets under management (AUM) of $245,663,822 (Form ADV from 2018-11-09).
Woodstock Financial Group (CRD#: 38095) is a registered brokerage firm that is headquartered in the northern suburbs of Atlanta, Georgia. The company is licensed to sell securities in all 50 U.S. states as well as in Puerto Rico and the Virgin Islands. If you have invested money with this broker-dealer, or any of its representatives, you need to be aware of the history of consumer complaints ...
Find company research, competitor information, contact details & financial data for Woodstock Financial Group Inc of Alpharetta, GA. Get the latest business insights from Dun & Bradstreet.
Woodstock was founded in 1929 in Boston, Massachusetts, to handle the financial concerns of William A. Paine, founder of Paine Webber & Company. As a private wealth management firm, Woodstock prospered, and other investors sought our counsel and personal service. These origins set the tone for a company that, five generations later, remains a ...
tax preparation simplified Aline Strobl, CPA woodstockfinancial.com AlineS16@optonline.net Suffolk County, NY
Woodstock Financial Inc. provides professional advice with the knowledge gained from long-standing experience in the industry. Accounting and Tax Services are offered at rates that will work with your budget, and will provide you with smart, tax-saving advice to complement any size company.
Iorio Altamirano LLP represents investors that have disputes with their financial advisors or brokerage firms, such as Woodstock Financial Group, Inc. FINRA Letter of Acceptance, Waiver, and Consent Nos. 2018060806601 and 2018060806602. FINRA and Mr. Stazzone entered into Letter of Acceptance, Waiver, and Consent No. 2018060806601 on August 16 ...
Barry M. Kiront, of Garden City, New York, a stockbroker formerly associated with Woodstock Financial Group, Inc., has been named in a customer initiated investment related arbitration action on March 20, 2015, based upon allegations against Kiront including unauthorized trading, unsuitability, churning, breach of contract, breach of fiduciary ...
Woodstock Financial Group is an Georgia corporation formed in 2009 and registered with FINRA, the SEC and in 53 states and territories. According to FINRA's CRD disclosure report, Woodstock Financial Group has been the subject of five customer complaints and three regulatory investigations.
Investors Sue Woodstock Financial Group For Fraud. Stephen Mark Kiront of Garden City New York a stockbroker formerly employed by Woodstock Financial Group Inc. is the subject of a customer initiated investment related arbitration claim where the customer requested damages estimated at $100,000.00 founded on accusations including (1) negligent ...