Winch Financial
Get Full AccessDescription
- For nearly 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 achieving financial security through all phases of life and, with a 97% client retention rate, weve 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. Our mutual fund reflects that style and has the unique ability to move to cash when market conditions call for it. 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 why weve been ranked nationally for the past 10 years and discover how at Winch Financial, were investing for all season of your life.
-
Headquarters:424 East Wisconsin Avenue , Appleton, Wisconsin, United States
More -
Phone Number: +1 920-739-8582
-
Website: https://www.winchfinancial.com
-
Employees:14
-
Revenue:$1 - 10M
-
Legal Name:Winch Financial
-
Winch Financial's Social Media
-
Is this data correct?
-
| NAICS Code: 523930 |
Show More
Sell more in less time!
Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!
Frequently Asked Questions regarding Winch Financial
-
Where are Winch Financial's Headquarters?
Winch Financial's Headquarters are in 424 East Wisconsin Avenue ,Appleton,Wisconsin,United States
-
What is Winch Financial's phone number?
Winch Financial's phone number is +1 920-739-8582
-
What is Winch Financial's official website?
Winch Financial's official website is https://www.winchfinancial.com
-
What is Winch Financial's Revenue?
Winch Financial's revenue is $1 - 10M
-
What is Winch Financial's NAICS code?
Winch Financial's NAICS code is 523930
-
How many employees are working in Winch Financial
Winch Financial has 14 employees
-
What is Winch Financial's Industry?
Winch Financial is in the industry of Financial Services
-
Who is Winch Financial's CEO?
Winch Financial's CEO is Christina Winch