Winch Financial

  • Financial Services
424 E. Wisconsin Ave.
Appleton, WI 54911
(920) 739-8577
(920) 954-5499 (fax)
Hours:
Our normal office hours are Monday - Friday from 8:00 am - 5:00 pm.

About Us

For nearly 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 read more
  • About

    For nearly 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 achieving financial security through all phases of life and, with a 97% client retention rate, 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. Our mutual fund reflects that style and has the unique ability to move to cash when market conditions call for it.

    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 why we’ve been ranked nationally for the past 10 years and discover how at Winch Financial, we’re investing for all season of your life.

  • Media

  • Whom to Contact

    • Laura Biskupic
      Marketing Director
      Phone: (920) 739-8577
    • Sandy Shultz
      Operations Director
      Phone: (920) 739-8577
  • Directions

    We are conveniently located in North Appleton on East Wisconsin Avenue, near the corner of Drew Street. We are just a few blocks away from Meade Street and easily accessible from Hwy 41 and Ballard.

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