Sam Winward, Financial Advisor - Winward Financial Insurance & Investments

Wellsville, Utah

Call (435) 245-3035 Visit website →

About

Winward Financial Insurance & Investments, based in Wellsville, Utah, offers financial planning and investment management with a focus on retirement planning. Principal advisor Sam Winward holds the CFP®, ChFC®, CLU®, and CLTC® designations and operates the firm on a fiduciary basis. The practice integrates financial planning, insurance products (including life, health, and Medicare coverage), and investments to address clients' complete financial situations, working with business owners, professionals, and families to develop goal-based strategies.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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