Donna Mullen

Financial Advisor at Winch Financial - Appleton, WI, US

Donna Mullen's Colleagues at Winch Financial
Aaron Bauer

Financial Advisor

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Beth Bauman

Client Relationship Specialist

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Matt Weyers

Insurance Coordinator & Registered Investment Advisor Represenative

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Daisy Gilbert

Client Services

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Jeremey Landskron

Research/Portfolio Analyst

Contact Jeremey Landskron

Christian Peterson

Investment Analyst

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John Hintz

Head of Investments

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Donna Mullen's Contact Details
Email (Verified)
***@winchfinancial.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
920-739-8577
Location
Company
Winch Financial
Donna Mullen's Company Details
Winch Financial logo, Winch Financial contact details

Winch Financial

Appleton, WI, US • 20 - 49 Employees
Financial Services

For more than 40 years, Winch Financial has provided guidance through every season, with independent advice, innovative solutions and investment strategies that help our clients meet their retirement goals.We focus on achieving financial security through all phases of life and, with a 97% client retention rate, we've guided our clients and their children through decades.Our active money management style centers on capital preservation, tactical asset allocation, diligent research and a proud recognition of the fiduciary standard. Our mutual fund reflects that style and has the unique ability to move to cash when market conditions call for it. What drives us? The trust our clients have in us. We work hard every day to help our clients manage their dangers, opportunities and strengths in changing times. Come see why we've been ranked nationally for the past 10 years and discover how at Winch Financial, we're investing for all season of your life.

Wealth Management Retirement Planning Risk Management (Long-term Care Medicare) 401(k) Management Financial Planning Financial Services Financial Advisory Services
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Frequently Asked Questions about Donna Mullen
Donna Mullen currently works for Winch Financial.
Donna Mullen's role at Winch Financial is Financial Advisor.
Donna Mullen's email address is ***@winchfinancial.com. To view Donna Mullen's full email address, please signup to ConnectPlex.
Donna Mullen works in the Financial Services industry.
Donna Mullen's colleagues at Winch Financial are Aaron Bauer, Beth Bauman, Matt Weyers, Daisy Gilbert, Jeremey Landskron, Christian Peterson, John Hintz and others.
Donna Mullen's phone number is ["(920) 252-2548"]
See more information about Donna Mullen