For more than 40 years, Winch Financial has provided guidance through every season, with independent advice, innovative solutions and investment strategies that help our clients meet their retirement goals.
We focus on helping our clients achieve financial security through all phases of life and we’ve guided our clients and their children through decades.
Our active money management style centers on capital preservation, tactical asset allocation, diligent research and a proud recognition of the fiduciary standard.
We have a passion for financial education, reflected in the classes and seminars we teach and the way we conduct our client meetings. In 2022, the Fox Cities Chamber of Commerce awarded us its Corporate Citizen Leadership Award for the volunteer work we've done in our community.
What drives us? The trust our clients have in us. We work hard every day to help our clients manage their dangers, opportunities and strengths in changing times.
Come see how at Winch Financial, we’re investing for all season of your life.
Company Details
- Employees
- 14
- Founded
- -
- Address
- 424 East Wisconsin Avenue, Appleton,wi 54911,united States
- Phone
- +1-920-739-8577
- in****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- winchfinancial.com
- Keywords
- Wealth Management, Retirement Planning, Risk Management (Long-term Care, Medicare), 401(k) Management, Financial Planning.
- HQ
- Appleton, WI
Winch Financial Questions
Winch Financial's helpline number is +1-920-739-8577
Winch Financial's website is winchfinancial.com
Winch Financial's LinkedIn profile is https://www.linkedin.com/company/winch-financial
Winch Financial has
14 employees.
View email and phone details for 14
employees at Winch Financial.
Winch Financial's industry is
Financial Services
Winch Financial's top competitors are
Slinger Speedway,
Perl Inc,
Tradition Wealth Management, Llc,
Horicon Bank,
Concept4,
Truity Partners,
City Of Irving,
Growing Llc,
On Point Holdings,
Hobbytown.
Winch Financial's support email address is info@winchfinancial.com
Winch Financial's categories are Financial Services
Winch Financial's founding year is 1981
