Winston & Companies - Phoenix, Arizona

Teri Hernandez

Winston has been amazing! My husband, Robert, and I have enjoyed working with him to help us solidify our retirement income. We came to know him in May of 2016 when he held a Social Security/Retirement Informational Seminar at Paradise Valley Community College. Unfortunately, my husband couldn't attend, but I wanted him to hear what Winston had to say. He provided several dates and times that he was available for us to meet with him together so my husband could hear from him what got me so interested.

Our biggest concerns were 1) we're getting older and need to make sure our retirement investments will be there for us when we are ready to draw on them, and 2) what are our best options at our ages. Winston looked at our finances, our ages, and gave us several options while also providing information on the differences. After carefully looking everything over, we made our decision feeling more confident based on the information Winston shared with us.

I am very comfortable referring anyone to Winston because through all our transactions he walked us through, he has been very professional, courteous, and knowledgeable. He’s always available if we have questions and/or concerns, and that gives me confidence knowing anyone that we would refer will be in great hands when trying to maneuver through the world of retirement income savings!

Matt Laschen

We feel fortunate to have met Winston, Millie and Shane and feel like they listen carefully to us before making any recommendations. Very happy we attended an informational session that started our relationship.
Looking forward to building our retirement and appreciate the great advise they've provided. Good people that are trustworthy and do what they say they will.

Luigi Leone

About 7+ years ago, I decided to attend a seminar on 401k at a local college campus sponsored by Financial Advisor Winston Stevenson. Who would have known that this seminar would allow me to meet someone who, now years later, Winston and Companies have guided me to a happy retired life. Winston and his family (Millie and Shane), who are also part of Winston and Companies, have been great to know and Winston's guidance assisted in reaching my goal of retirement. I am very thankful for the guidance I have received over the years. Thank You,

Susan Machesney

Fabulous, professional and friendly experience! Winston and Shane helped guide me to retirement through their excellent free classes, personal meetings to develop my "flight plan," and free access to their team of experts for my Trust/Will and Medicare needs. They also helped me transition my 401K, State Retirement and IRA to investments suited for this time of my life and future. I strongly recommend them!!!!

Sue Jantzen

Winston and Companies has brought hope back into my retirement plan. They have not only been professional, friendly and genuinely care, they offer a flight plan with clear expectations, education and options that I can understand and engage in discussions to enhance my retirement outcome. I entered their company feeling awkward, unsure and intimidated due to my lack of knowledge of what I have, need and fearful of not having enough to be able to be financially independent and leaving my children unprotected and with a burden when I am gone. Winston and Companies has helped build my confidence, sense of security with myself and my family and excitement for my retirement.

Dan Krause

My wife and I have known Winston for 32 years. We are now both retired and are very grateful for all he has done for us.

Jon Jantzen

Not only did Winston and Companies help us find the tunnel, we can see the light at the end of the tunnel!!!!. We feel so much better about our future.

Wanda Day

Thanks Winston & Co - we had a great time at the ball game!