Winch Financial

Winch Financial is an independent financial advisory firm that has helped individuals and families with their finances for more than 45 years, from their working years into retirement. Its services include investment management, retirement planning, tax planning and in-house tax preparation, and insurance planning covering annuities, long term care and life insurance. The firm also works with attorneys on estate plans, and many of its clients have trusted the firm for decades.

The advisors are fiduciaries and are not affiliated with a broker-dealer or a specific insurance company, so recommendations are drawn from a wide range of options. A complimentary initial consultation is the first step for new clients. The office is at 424 East Wisconsin Avenue in Appleton, open weekdays with shorter hours on Friday.