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Winship Wealth Partners
- Financial Advising
- Larkspur, CA
About this business
Financial Planning & InvestmentsInvestments
Location details
80 E Sir Francis Drake Blvd Ste 4a, Ste 4A, Larkspur, CA, 94939, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 6:00 a.m. to 6:00 p.m. | |
| Tue | 6:00 a.m. to 6:00 p.m. | |
| Wed | 6:00 a.m. to 6:00 p.m. | |
| Thu | 6:00 a.m. to 6:00 p.m. | |
| Fri | 6:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have turned much of my retirement planning over to Winship Wealth and have been happy with the results. The fact that they are FEE based means they are not just steering you to the investments that provide them the biggest commission - a very big plus. They took the time to learn my long term goals and develop a plan to meet them.
I had no idea how to plot my retirement. I am 43 years old and haven't done much as a business owner. I was starting to stress about my family's financial security and if I could ever retire. Let's face it Social Security is not a definitive plan at this time, plus hardly enough to live on in California. So I started talking to friends. One friend wanted me to invest in a self-directed IRA. It seemed like a risky venture, but I was seriously considering it. Then I started reading up on Roths. I wasn't really sure what it was... read more
Frequently asked questions about Winship Wealth Partners
How is Winship Wealth Partners rated?
Winship Wealth Partners has a 4.5 star rating with 2 reviews.
When is Winship Wealth Partners open?
Winship Wealth Partners is open now. It will close at 6:00 p.m.
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