Professional financial advice offered on a Fee-Only basis.
Winkler Financial Planning is an independent financial planning and investment advisory firm offering professional financial advice on a Fee-Only basis. Services include custom financial and retirement plans, tax planning, portfolio advice for self directed investors and creative solutions for unique circumstances.
Keywords: financial advisors, fee only,objective,investment advisors,retirement planning,portfolio analysis,financial planners, cfp,certified financial planner
Interview Q&A
How long have you been in business?
Since 2006
What is your primary product or service?
Fee-Only Financial Planning
How do you differentiate yourself from other businesses in your category and area?
My services are Fee-Only and are offered "ala-carte".
How many locations do you have and do you have plans to expand?
Currently the are two locations, one in Norcross and one in Roswell.
What type of payments do you accept?
Checks, credit cards or payment through Pay Pal.
What are your hours of operation?
Evening and weekend appointments are available.
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