The following sevices are offered at J M Winter Investment Services:

  • Retirement Planning-to help you establish IRA's, ROTH IRA's, simple IRA's, simple 401K's and KEOGH's
  • Investment Portfolio Analysis-to keep you up-to-date on all your investments
  • Investments-such as stocks, bonds, mutual funds, annuities and options
  • Pension & 401K Rollover Planning and Account Services-to assist you in rollovers and services of qualified plans to IRA's
  • Financial Planning through LPL Financial-to develop a plan to pursue your financial goals today and in the future
  • Strategic Asset Management-to provide you with fee-based asset management through LPL Financial, a Registered Investment Advisor

Snow on 4 Peaks

John M. Winter, Jr., CFP®, CRPC®
11247 N. Inca Ave.
Fountain Hills, Arizona 85268
Office:     (480) 837-5500
Cell:        (480) 710-3645

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