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Winchester Financial
3675 Crestwood Parkway Northwest, Duluth, Georgia, United States
About the Winchester Financial
Winchester Financial is a reputable finance institution located at 3675 Crestwood Parkway Northwest in Duluth, Georgia, United States. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Winchester Financial can help you achieve financial success.
Photos of Winchester Financial
3675 Crestwood Pkwy NW #400, Duluth, GA 30096, United States
Opening hours of Winchester Financial
Monday:
08:00 - 20:00
Tuesday:
08:00 - 20:00
Wednesday:
08:00 - 20:00
Thursday:
08:00 - 20:00
Friday:
08:00 - 20:00
Saturday:
09:00 - 14:00
Sunday:
Day off
Reviews of Winchester Financial
"I met Robert Cox when trying to choose a Medicare plan for my husband after his retirement. We were impressed with his professionalism and attention to our personal needs. We decided to have a consultation with him to discuss my upcoming retirement. We were anxious about how to position our resources to help us live comfortably in retirement and asked for his ideas specific to our situation. He spent a lot of time getting to know us and our future needs and goals before preparing a financial plan for us. He has been very patient with us, explaining the strategies and options that he thought would be best for our situation. He's very professional but also easy to talk to and has a good sense of humor. He's always available for any questions we may have. We feel comfortable with the decisions he helped us make and appreciate all his help. Thank you Robert."
"We started talking to Robert about 3 years before we retired and he was the first of many who would even talk to us about retirement knowing we weren't going to be retiring for at least another 3 years. Most of our money was tied up in company 401K or Profit sharing which meant we could only pull when we left our jobs. Everyone else we talked to lost interest when they realized they could not automatically get their hands on our holdings; but Robert was aware and was more than happy to guide us through numerous financial scenarios ahead of time so once we retired we were able to make a smooth transition from full time employment to a life of leisure with a piece of mind."
"I have been working with Robert Cox for 5 years and he has been wonderful. I had to retire suddenly due to illness, and he helped me navigate through the Medicare web of confusion and prepare for retirement. I was not very knowledgeable in some areas, and he was so patient while I struggled to understand. Although I consider myself to be a small investment client, he was there for me and treated me as if I was important. Thank you, Robert."
"Robert Cox (Winchester Financial) did a great job guiding me through the complexities of preparing for retirement. Robert has worked with me on Social Security, Medicare, and an array of financial products. He is a wonderful teacher! Now that I am retired, he encourages me to enjoy this time and remember to spend it doing what is most important to me. I don’t worry about having resources to do so. Robert is very responsive and available to answer questions and assist with any of my retirement questions. He is a great advisor!"
"I have known Robert Cox (Winchester Financial) for several years and regard him as a man of great integrity whom is very knowledgeable and works closely with his clients to obtain a financial/retirement plan unique to each individual's/couple's needs and desires for a comfortable future. He has a great sense of humor too which is nice when dealing with such intimate matters. Thank you, Robert !!"
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