Winward Financial

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110 E Main St
Wellsville, UT 84339

Winward Financial Insurance Investments is a trusted financial services company located in Wellsville, UT. Led by Samuel T. Winward, a highly qualified and experienced Certified Financial Planner, the firm offers a comprehensive range of services including Medicare health insurance, retirement planning, investment management, life and disability insurance, and business planning.

With a holistic approach to financial planning, Winward Financial takes the time to understand clients' dreams and desires, helping them set appropriate goals and create personalized plans to achieve them. As an agent licensed to sell insurance through New York Life Insurance Company and a registered representative of NYLIFE Securities LLC, Sam Winward and his team provide expert advice and solutions to individuals residing in Utah, Idaho, and California.

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