Winch Financial Employee Directory

Q: What is Winch Financial known for?

Winch Financial was founded in 1981. Winch Financial operates in the Financial Services industry.

Q: How many employees does Winch Financial have currently?

Winch Financial has approximately 14 employees.

Q: Who are Winch Financial's key employees and leadership?

Winch Financial's key employees include: Ceo: C. W..

Financial ServicesWisconsin, United States11-50 Employees

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.

Find Winch Financial employees' phone numbers or email addresses

Winch Financial Global Highlights

North America
26

United States Of America
26

Winch Financial's Leadership

C. W.
Ceo
Mobile Phone
Email
L. B.
Marketing Director
Mobile Phone
Email
S. A. S.
Operations Director
Mobile Phone
Email
T. W.
Financial Advisor
Mobile Phone
Email
J. R. L.
Research/Portfolio Analyst
Mobile Phone
Email
H. P.
Client Services & Advisor Assistant
Mobile Phone
Email
M. W.
Insurance Coordinator & Registered Investment Advisor Represenative
Mobile Phone
Email
T. B.
Financial Analyst
Mobile Phone
Email

Contact profiles from Winch Financial

Name

Title

Contact Info

Location

Last Update

A. W.
Investment/Marketing
Mobile Phone
Email
United StatesNew York
Nov 27, 2025
C. P.
Investment Analyst
Mobile Phone
Email
United StatesWisconsin
Nov 27, 2025
B. G.
Client Relationship Specialist
Mobile Phone
Email
Sep 30, 2025
K. D.
Assistant, Client Services
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
M. W.
Client Services Specialist
Mobile Phone
Email
May 07, 2025

Frequently Asked Questions

What is Winch Financial known for?

Winch Financial was founded in 1981 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-800-640-****

. Explore Winch Financial's company overview page for more information.

What is Winch Financial's most common email format?

Winch Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Winch Financial email formats with LeadIQ.

How many employees does Winch Financial have currently?

Winch Financial has approximately 14 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Winch Financial's key employees and leadership?

As of December 2025, Winch Financial's key employees include:

Ceo: C. W.
Marketing Director: L. B.
Operations Director: S. A. S.
Financial Advisor: T. W.
Research/Portfolio Analyst: J. R. L.

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