Winward Financial Insurance & Investments | Wellsville, UT

Samuel T. Winward
CFP®, ChFC®, 
CLU®, CLTC®, LUTCF
 

Contact Us

110 E Main St
P.O. Box 10
Wellsville, UT 84339
  • Office: 435.245.3035
  • Mobile: 435.245.7527
  • Fax: 435.245.7604

  • E-mail address: sam@winwardfinancial.com
  • Home
  • About Us
    • Why Winward Financial?
    • Our Location
    • Meet Sam Winward
    • Meet Our Staff
    • Medicare & Health Insurance
    • Retirement Planning
    • Financial Planning & Investments
    • Life & Disability Insurance
    • Business Planning
    • Our Holistic Process
    • Partnering with Other Professionals
    • Dollars and Sense Podcast
    • Educational Videos
    • Helpful Links
    • Our Location
    • Schedule a Consultation
    • Refer a Friend
    • Strategic Alliances
    • Eagle Strategies LLC
    • Recommended Reading
    • Tell A Friend
  • Resources
    • Articles
  • Account Access
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • eMoney
    • Eagle Strategies
  • Contact Us
 
  • A legacy of love

    We hope the worst won't happen, but sometimes it does. Leave a legacy of love and financial security - make getting life insurance a priority.

    WATCH VIDEO
  • Bring your career to life

  • We're here
    to help

  • What do you want
    to do?

  • We have the answers... and we're happy to share

  • Bring your career to life

  • It all starts with you

  • We're in this together

  • Bring your career to life

  • We're right here
    with you

  • We're right here
    with you

  • We have the answers... and we're happy to share

  • New York Life is dedicated to serving professional advisors

 

Account Access

  • Online Account
  • NYLIFE Securities
  • MainStay Mutual Funds
  • eMoney
  • Eagle Strategies

Winward Financial Insurance & Investments | Wellsville, UT

Samuel T. Winward
CFP®, ChFC®, 
CLU®, CLTC®, LUTCF
 

Contact Us

110 E Main St
P.O. Box 10
Wellsville, UT 84339
  • Office: 435.245.3035
  • Mobile: 435.245.7527
  • Fax: 435.245.7604

  • E-mail address: sam@winwardfinancial.com
  • Home
  • About Us
    • Why Winward Financial?
    • Our Location
    • Meet Sam Winward
    • Meet Our Staff
    • Medicare & Health Insurance
    • Retirement Planning
    • Financial Planning & Investments
    • Life & Disability Insurance
    • Business Planning
    • Our Holistic Process
    • Partnering with Other Professionals
    • Dollars and Sense Podcast
    • Educational Videos
    • Helpful Links
    • Our Location
    • Schedule a Consultation
    • Refer a Friend
    • Strategic Alliances
    • Eagle Strategies LLC
    • Recommended Reading
    • Tell A Friend
  • Resources
    • Articles
  • Account Access
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • eMoney
    • Eagle Strategies
  • Contact Us

Sam Winward is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the state of CA (CA Insurance Lic. #0K07885), ID, TX, UT, and WY. No insurance business may be conducted outside of these states referenced.

Sam Winward is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. In this regard, this communication is strictly intended for individuals residing in the states of UT, ID and CA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Neither Winward Financial and its employees nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Sam Winward is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of UT, ID, and CA. As such, these services are strictly intended for individuals residing in the states referenced.

Winward Financial is not owned or operated by NYLIFE Securities, Eagle Strategies or any of their affiliates.

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Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf