Winston & Companies
3050 Agua Fria Freeway, Phoenix, Arizona 85027
About the Winston & Companies
Winston & Companies is a finance institution located at 3050 Agua Fria Freeway in Phoenix, Arizona, United States. Our founder, Winston P. Stevenson, draws inspiration from his experience as an FAA instrument-rated pilot to create personalized Retirement Flight Plans for our clients. Just as a flight plan ensures a safe and predictable journey in the sky, our Retirement Flight Plan aims to guide you through your financial life and simplify things for your loved ones in the future.
As the U.S. debt continues to rise, we understand the potential impact of tax increases on traditional retirement savings vehicles. That's why we offer financial workshops to educate our clients on retirement income strategies and wealth management. If you're looking to take control of your financial future, the Retirement Flight Plan may be just what you need.
Please fill out the form on our website to schedule a Virtual or In-Person one-on-one meeting with Winston & Companies. We aim to understand who you are and what you want out of retirement, so we can create a customized plan to help you achieve your goals. Our firm is not affiliated with or endorsed by David McKnight, and we offer investment advisory services through Brookstone Capital Management, LLC. Remember, investments involve risk, and there is no guarantee that any strategy will achieve its objectives. Our Registered Investment Advisors act as fiduciaries for all of our clients, prioritizing their best interests at all times. Contact us today to start planning for a secure financial future.
Photos of Winston & Companies
3050 Agua Fria Fwy Ste. 210, Phoenix, AZ 85027, United States
Opening hours of Winston & Companies
Monday:
10:00 - 17:00
Tuesday:
10:00 - 17:00
Wednesday:
10:00 - 17:00
Thursday:
10:00 - 17:00
Friday:
10:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Winston & Companies
"About 7+ years ago, I decided to attend a seminar on 401k at a local college campus sponsored by Financial Advisor Winston Stevenson. Who would have known that this seminar would allow me to meet someone who, now years later, Winston and Companies have guided me to a happy retired life. Winston and his family (Millie and Shane), who are also part of Winston and Companies, have been great to know and Winston's guidance assisted in reaching my goal of retirement. I am very thankful for the guidance I have received over the years. Thank You,"
"Winston and Companies has brought hope back into my retirement plan. They have not only been professional, friendly and genuinely care, they offer a flight plan with clear expectations, education and options that I can understand and engage in discussions to enhance my retirement outcome. I entered their company feeling awkward, unsure and intimidated due to my lack of knowledge of what I have, need and fearful of not having enough to be able to be financially independent and leaving my children unprotected and with a burden when I am gone. Winston and Companies has helped build my confidence, sense of security with myself and my family and excitement for my retirement."
"Not only did Winston and Companies help us find the tunnel, we can see the light at the end of the tunnel!!!!. We feel so much better about our future."
"Fabulous, professional and friendly experience! Winston and Shane helped guide me to retirement through their excellent free classes, personal meetings to develop my "flight plan," and free access to their team of experts for my Trust/Will and Medicare needs. They also helped me transition my 401K, State Retirement and IRA to investments suited for this time of my life and future. I strongly recommend them!!!!"
"My wife and I have known Winston for 32 years. We are now both retired and are very grateful for all he has done for us."
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