Rick Winters
Financial Advisor at Winters Financial Group
Based in Westlake Village, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Westlake Village
Industry
Financial Services
Company size
5
Contact information
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r•••••••@wfginc.com
Phone
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Background
About Rick Winters
As a financial advisor with 20 years of experience, my mission is to provide you with customized solutions designed to help you grow and conserve your wealth. I have intentionally kept my firm small and boutique in nature to provide the highest level of accessibility and communication. My approach can best be described as committed: I am deeply dedicated to your success and take the extra time required to truly understand your unique needs. Together we develop an individual plan that breaks down, in simple terms, the options that allow you to move forward with confidence. Planning needs constant attention and communication is paramount. Your plan is developed then monitored throughout the year with personal contact to assure you stay on course. As your financial professional, I do everything in my power to keep you focused on where you want to go, advise you on how to get there and continually remind you of the importance of maintaining a disciplined approach to realizing your goals. Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC
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