Winkler Financial Planning

5 star rating 1 Review

(770) 447-0059(770) 447-0059 View Website »

6015 Atlantic Boulevard, Suite GNorcross, GA 30071

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Reviews

  • Winkler Financial Planning - Norcross, GA -  marcusoh

    Reviews: 4

    my first financial planner
    marcusoh (4 reviews)
    6/03/2010

    i had a good experience with scott. he's not commission-based which i really like. his fees are reasonable i thought. i just had my first planning session and so far enjoy it. this is my first experience with a financial planner, but that said, it may be the only one i continue seeing. :)

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Business details

Service Area

  • Alpharetta
  • Buford
  • Duluth
  • Dunwoody
  • Gwinnett County
  • Lawrenceville
  • Lilburn
  • Norcross
  • Roswell
  • Snellville

Minimum Investment

  • No

Planning Types

  • Asset & Portfolio Management
  • Debt Management
  • Educational Savings Plans
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning

Certifications

  • Certified Financial Planner
  • Certified Public Accountant
  • Masters of Business Administration
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

* By Appointment Only

Payments Accepted

  • American Express
  • Debit Card
  • Discover
  • Mastercard
  • Paypal
  • Personal Checks
  • Visa

Year Established

2006

Languages Spoken

  • English