UT · Wellsville

Fiduciary advisors in Wellsville, UT

1 advisor with offices in Wellsville. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Wellsville

Sam Winward, Financial Advisor - Winward Financial Insurance & Investments

Wellsville, Utah

Retirement Planning Investment Management

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.

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Financial advisors in Wellsville, Utah

Advisors serving Wellsville specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Utah's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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