Douglas Pegg

Client Services Operations Consultant at Winch Financial - Appleton, WI, US

Douglas Pegg'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

Contact John Hintz

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Douglas Pegg'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
Douglas Pegg'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 Douglas Pegg
Douglas Pegg currently works for Winch Financial.
Douglas Pegg's role at Winch Financial is Client Services Operations Consultant.
Douglas Pegg's email address is ***@winchfinancial.com. To view Douglas Pegg's full email address, please signup to ConnectPlex.
Douglas Pegg works in the Financial Services industry.
Douglas Pegg's colleagues at Winch Financial are Aaron Bauer, Beth Bauman, Matt Weyers, Daisy Gilbert, Jeremey Landskron, Christian Peterson, John Hintz and others.
Douglas Pegg's phone number is 920-739-8577
See more information about Douglas Pegg