Our Services

Stocker Woods Financial, Inc. will help build a financial portfolio by establishing sound investment and insurance programs for you and your family including:

  •  Fee-Based Asset Management
  • Tactical Money Management
  • Retirement Planning
  • 401k Rollovers
  • IRAs (Traditional, Roth, SIMPLE, SEP)
  • Separately Managed Accounts (SMAs)
  • Mutual Funds / Securities / Investments
  • Annuities
  • 403b / 403b(7) / ORP / TSA / TDA
  • Real Estate Investment Trusts (REITs)
  • Certificates of Deposit (CDs)
  • Life Insurance
  • Disability Income / Income Replacement Insurance
  • Education Funding - 529 plans / Coverdell Education Savings Accts / UGMA/UTMA
  • Health Insurance
  • And more…