Plan for change.
Manage for success.

No single investment is right for everyone. That’s why your needs shape the process. We’re focused on finding investments and services that are right for you, and managing them with your goals in mind.

Developing a successful plan for your investments means creating a long-term strategy that is consistent, yet flexible enough to adapt to changes in your life and the market.

With Winslow, you’ll be tapping into a wealth of mutual fund options, college savings plans, insurance companies, and dedicated client support as well as objective advice and independent research.

Winslow can help you work towards life goals:

• Plan for life – Take advantage of our holistic approach to identify and achieve your financial goals by developing a complete financial plan with one of Winslow’s independent Certified Financial Planning™ professionals. MORE

• Plan for retirement – Whether your retirement is close or in the distant future, let our financial professionals help you make a solid plan. MORE

• Save for college – While college costs soar, saving programs are more complex than ever before. Look to us to make sense of the options and your savings plans. MORE

• Invest and trade – Access a full array of investment products and services, including proprietary agency and equity trading, agency and principal fixed-income trading, as well as municipal underwriting. MORE

• Insure your future – Preserve your assets and earning power through independent advice and a choice of top-rated insurance and annuity providers.  MORE