Winston Financial

Winston Financial

Share

Welcome to Winston Financial. Madison's home for retirement planning, Medicare expertise, and financial advice. What sets us apart from other insurance brokers?

05/06/2026

Something is always happening at Winston Financial—and May is full 👇

We offer two ways to learn, depending on what works best for you:

🍽️ Medicare 101 Seminars (All Month)
Join us for either a lunch session during the day or a dinner session in the evening at local restaurants.
Simple, informative, and easy to attend.

📊 Workshops at Our Office
🕛 Lunch & Learn (Daytime)
🍷 Wine & Wisdom (Evening)

• Retirement Planning – May 12
• Long-Term Care – May 19

We’ll help you understand:
✔️ Medicare coverage & plan options
✔️ Retirement strategies
✔️ How to protect your savings long-term

No pressure. Just clear, straightforward guidance so you can make confident decisions.

📞 Call 608-358-3612 to reserve your spot
💬 Or message us and we’ll get you scheduled

Bring a friend—this is information most people wish they had sooner.

04/30/2026

We’re inviting you to a wellness event this Saturday 👇

I’m bringing in a guest doctor to talk about peptide therapy and how it’s being used to support energy, recovery, and overall wellness.

This will be an in-person event at our office with drinks & snacks — nothing formal, just a great conversation and opportunity to learn.

🕕 Saturday, May 2nd at 6:00 PM

📍 Winston Financial
34 Schroeder Ct, Suite 260
Madison, WI

📞 608-358-3612

If you’ve been feeling off or just want to learn more, we’d love to have you join us.

👉 Comment “WELLNESS”, message us, or give us a call and we’ll get you on the list

There will also be additional information available for those who are curious to learn more after.

Want your business to be the top-listed Accountant in Madison?
Click here to claim your Sponsored Listing.

Address


34 Schroeder Court Suite 260
Madison, WI
53711

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm