Robert Winkelman, CFP
1294 Montgomery LLC dba Westward Planning Group
Certified Financial Planner in Narberth, PA
http://www.westwardplanninggroup.com
Address:1294 Montgomery Ave
Narberth, PA 19072
About Robert Winkelman
Robert Winkelman is a financial professional at 1294 Montgomery LLC dba Westward Planning Group located in Narberth, Pennsylvania. Robert Winkelman holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Robert Winkelman provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Robert Winkelman1294 Montgomery Ave
Narberth, PA 19072
Phone Number:
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Website:
http://www.westwardplanninggroup.com
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