What is Winward Financial's approach to helping clients achieve their dreams?

At Winward Financial, we take the time to understand your dreams, what's important to you, and what you desire to achieve. We work with you to create a personalized plan to help you translate your dreams into reality.

What services does Winward Financial offer?

Winward Financial provides a range of services, including Medicare and health insurance, retirement planning, financial planning and investments, life and disability insurance, and business planning.

How does Winward Financial work with clients?

Winward Financial takes a holistic approach, partnering with you and other professionals to develop a customized plan to help you achieve your goals. We believe that setting specific goals and having a plan to achieve them is crucial.

Who are the key people at Winward Financial?

The company was founded by Sam Winward, who is the principal agent. Winward Financial also has a team of experienced staff who work with clients.

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Winward Financial

$540.0K revenue • 3 employees • 110 E Main St #600, Wellsville, UT, 84339, United States

Last Updated Oct 12, 2025

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Company Overview

Company Name

Winward Financial

Address

110 E Main St #600, Wellsville, UT, 84339, United States

Website

winwardfinancial.com

Phone

(435) 245-3035

Approx. Annual Revenue

$0.5M

Employees

Established

2011

Google Business Category

Financial advisor

About Winward Financial

Winward Financial is a financial services company based in Wellsville, Utah, United States. Established in 2011, the company offers a range of services, including retirement planning, financial planning and investments, life and disability insurance, and business planning.

Business Profile

Read from the Winward Financial website on Oct 14, 2026. Hover an item to see the exact wording it came from.

Licenses, certifications & awards

Licensed and InsuredLicensed Insured
FINRA MemberAssociation member

About the website

Website quality (AI-assessed): 7/10 · Current copyright notice; Detailed disclosures and services

Recent changes

What changed on the Winward Financial website and Google listing, as detected by Coldlytics on each visit.

Oct 20, 2026
Google Ads pixel installed
Oct 20, 2026
Meta (Facebook) ad pixel installed
Oct 14, 2026
Google Business category is now Financial advisor

Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.

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Contact Research

People Search

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Integrations

Winward Financial

Company Overview

Company Name

Address

Website

Phone

Approx. Annual Revenue

Employees

Established

Google Business Category

About Winward Financial

Business Profile

Licenses, certifications & awards

About the website

Recent changes

Financial Advisor Companies near Wellsville, UT

Frequently Asked Questions about Winward Financial

What is Winward Financial's approach to helping clients achieve their dreams?

What services does Winward Financial offer?

How does Winward Financial work with clients?

Who are the key people at Winward Financial?

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