Paul Winkler, Inc.

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Description

  • Paul Winkler, Inc., located in Goodlettsville, Cool Springs, Murfreesboro & Mt. Juliet, strives to coach people to achieve their True Purpose for Money. They believe that educated investors are confident investors. They care for their clients & their familys financial future because they realize that their clients goals & dreams are every bit as important as their own. In addition to our regular one-on-one meetings with their clients, they will provide regular education seminars & workshops to help keep clients informed regarding topics related to their financial well being.With a focus on 401(k)s, retirement planning & managing non-qualified assets, the advisors at Paul Winkler, Inc. strive to solve the frustrations that investors face on a daily basis such as: how to understand their investments, concerns about the conflict of interest with commission based advisors, educating investors on their risk tolerance, managing investor expectations when it comes to investment results.Paul Winkler, Inc. is an investment adviser registered with the Tennessee Department of Commerce and Insurance, Securities Division. Paul Winkler, Inc. may only transact business in those states where it is licensed or qualified for an exemption or exclusion from licensing requirements.
  • location

    Headquarters: , Goodlettsville, Tennessee, United States

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  • Paul Winkler, Inc. phone

    Phone Number:

  • Paul Winkler, Inc. website

    Website: https://www.paulwinkler.net

  • Paul Winkler, Inc. employees

    Employees:5

  • Paul Winkler, Inc. revenue

    Revenue:$0 - 1M

  • Paul Winkler, Inc. legal name

    Legal Name:Paul Winkler, Inc.

  • Paul Winkler, Inc.'s Social Media

    Paul Winkler, Inc. linkedin Paul Winkler, Inc. facebook Paul Winkler, Inc. twitter
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  • |  NAICS Code: 523110  |

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Person level website identification

Investor Coach, Business Succession Planning Consultant, Chief Compliance Officer for Paul Winkler, Inc.

Anne Ertel-Sawasky

Investor Coach, Business Succession Planning Consultant, Chief Compliance Officer

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Anne Ertel-Sawasky

Investor Coach, Business Succession Planning Consultant, Chief Compliance Officer

Frequently Asked Questions regarding Paul Winkler, Inc.

  • What is Paul Winkler, Inc.'s official website?

    Paul Winkler, Inc.'s official website is https://www.paulwinkler.net

  • What is Paul Winkler, Inc.'s Revenue?

    Paul Winkler, Inc.'s revenue is $0 - 1M

  • What is Paul Winkler, Inc.'s NAICS code?

    Paul Winkler, Inc.'s NAICS code is 523110

  • How many employees are working in Paul Winkler, Inc.

    Paul Winkler, Inc. has 5 employees

  • What is Paul Winkler, Inc.'s Industry?

    Paul Winkler, Inc. is in the industry of Financial Services

  • Who is Paul Winkler, Inc.'s Investor Coach, Business Succession Planning Consultant, Chief Compliance Officer?

    Paul Winkler, Inc.'s Investor Coach, Business Succession Planning Consultant, Chief Compliance Officer is Anne Ertel-Sawasky

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