Premier Merchant Services - Anaheim (CA)

Robert E. Zak I have turned much of my retirement planning over to Winship Wealth and have been happy with the results. The fact that they are FEE based means they are not just steering you to the investments that provide them the biggest commission - a very big plus. They took the time to learn my long term goals and develop a plan to meet them.

Joppe Aguirre Umberto does a great job! He calls every few months to make sure Im taken care of and address any concerns or needs. Definitely recommend working with this place.