Winch Financial - Appleton, Wisconsin

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Located in Appleton, Wisconsin, Winch Financial is a reputable financial planning company known for its professionalism and expertise. Addressed at 424 E Wisconsin Ave, Appleton, WI 54911, the firm offers a wide range of financial services, including investment management, retirement planning, and tax planning.

Serving clients with a pleasant and personal approach, the firm is led by Sam Winch, who has a strong reputation in the industry. Their services have received excellent feedback, as evidenced by their 5/5 average rating on Google My Business.

Specialties and Additional Features

• Financial planning
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Restroom available
• Appointments recommended

Contact Information

If you're interested in learning more about Winch Financial or wish to schedule a consultation, you can reach them by:

• Phone: 07398577
• Website: winchfinancial.com

Key Takeaways

Overall, Winch Financial stands out for its commitment to providing client-focused financial services. With a strong reputation and a professional team, they are an excellent choice for individuals and families seeking guidance in financial planning. Their convenient location, accessible facilities, and welcoming approach make them an ideal choice for those in need of reliable financial advice.

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👍 Reviews of Winch Financial

Jef F.

5/5

My wife and I had a very pleasant and professional meeting with Sam Winch.
We both feel confident our investments are safe and honest.

Brett M.

5/5

Great financial advising and consultation!

Thomas M.

5/5

Carla H.

5/5

Matt W.

5/5