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What We Offer

Woodstock Discount is committed to providing you with the very best service possible. We offer a broad spectrum of products and personalized services to help you target and achieve your financial goals. Our product menu includes stocks, bonds, options, U.S. government securities, mutual funds, unit investment trusts, certificates of deposit, money market funds, insurance and professional money management.

Equity Transactions: We offer online stock trades for $10.00 per trade. Broker assisted trades are only $35.00.

Mutual Funds: You have access to all mutual funds, both no-load and load funds.

Investment Advice: Need advice on a new stock or bond investment?? We can help you. Its all part of the service.

Portfolio Review: Are you having a tough time managing your portfolio? We can help you. Ask for a free portfolio review. We will explain the investments you have, give you an unbiased opinion of the investments, and make any necessary recommendation to you. The best part, it is free (a 1,000 value). It is all part of the service we provide.

Retirement Planning: Have you developed a long-term investment plan to help achieve your retirement goals? If not, please ask us to assist you. We will help you determine what strategy will best help you. To assist you in preparing for your golden years, we offer Individual Retirement Accounts (IRA), Roth IRA's, Simplified Employee Pensions (SEP-IRA's), Simple IRA's, and 401(k) plans.

Education: Are you planning on helping a child pay for a college education? If so, ask us to help you. There are many wonderful savings methods to help. We offer 529 plans, Coverdale IRA’s (a.k.a. Education IRA), and UGMA/UTMA accounts. We will help you develop a conservative strategy to meet your goals.

Research: Through your Woodstock Discount Brokerage account, you have access to research and information from Southwest Securities, Reuters, Briefing.com, Comtex, Jag Notes, Multex, & CCBN. Again, it is all part of the service.




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