Edward Jones - Financial Advisor: Robert W Winkler, ChFC®|AAMS®|CKA®
Why pick this one
They specialize in retirement income and estate strategies and hold multiple financial certifications including ChFC® and AAMS®.
Best for
- individuals seeking retirement planning
- families interested in estate and legacy planning
- clients looking for faith-based investment options
Look elsewhere if
- customers needing aggressive investment strategies
- those with small investment amounts under $250K
Specialties
- Retirement Income Strategies
- Estate & Legacy Strategies
- Values and Faith Based Investing
- Charitable Giving
- New Investors
Certifications
- ChFC®
- AAMS®
- CKA®
What makes them different
- focus on faith-based investing
- support for new investors
- community outreach involvement
- Serves
- York
Distilled from this business's own website.
Contact & Location
- Address
- 128 N Congress Street, Suite A, York, SC 29745
- Phone
- 8039213229
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- robert.winkler@edwardjones.com
Services
- financial advising
- investment management