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Winch Financial

Winch Financial Email Formats

Financial ServicesFlag of USAppleton, Wisconsin, United States11-20 Employees

Winch Financial Email Formats

Winch Financial uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@winchfinancial.com), used 92.3% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@winchfinancial.com
92.3%
{first name}.{last name}
john.doe@winchfinancial.com
7.7%

Key Contacts at Winch Financial

Flag of US

Sandy Abitz Shultz

Operations Director

Flag of US

Laura Biskupic

Marketing Director

Flag of US

Christina Winch

Ceo

Company overview

Headquarters424 East Wisconsin Avenue, Appleton, WI 54911, US
Phone number+19207398577
Website
NAICS52
SIC628
Keywords
Wealth Management, Retirement Planning, Financial Planning, 401(K) Management, Medicare), Risk Management (Long-Term Care
Founded1981
Employees11-20
Socials

About Winch Financial

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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Director
C-Suite

Employees by Department

Winch Financial has 8 employees across 4 departments.

Departments

Number of employees

Funding Data

Winch Financial has never raised funding before.

Winch Financial Tech Stack

Discover the technologies and tools that power Winch Financial's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Gravity Forms

Form builders

mOxie

mOxie

JavaScript libraries

Underscore.js

Underscore.js

JavaScript libraries

jQuery UI

jQuery UI

JavaScript libraries

PerimeterX

PerimeterX

Security

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

Akismet

Akismet

WordPress plugins

WordPress

WordPress

Blogs

Frequently asked questions

Winch Financial is located in Appleton, Wisconsin, US.
You can reach Winch Financial at +19207398577.
Winch Financial was founded in 1981, making it 45 years old. The company has established itself as a significant player in its industry over this time.
Winch Financial has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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