The following sevices are offered at J M Winter Investment
Services:
- Retirement Planning-to help you establish
IRA's, ROTH IRA's, simple IRA's, simple 401K's and KEOGH's
- Investment Portfolio Analysis-to keep you
up-to-date on all your investments
- Investments-such as stocks, bonds, mutual
funds, annuities and options
- Pension & 401K Rollover Planning and Account
Services-to assist you in rollovers and services of
qualified plans to IRA's
- Financial Planning through LPL Financial-to develop a plan to
pursue your financial goals today and in the future
- Strategic Asset Management-to provide you
with fee-based asset management through LPL Financial, a
Registered Investment Advisor
John M. Winter, Jr., CFP®, CRPC®
11247 N. Inca Ave.
Fountain Hills, Arizona 85268
Email: john.winter@lpl.com
Office: (480) 837-5500
Cell: (480) 710-3645