Client Resources

Calculators

A host of financial tools to assist you.

Newsletters

Timely newsletters to help you stay current.

Guideposts

Educate yourself on a variety of financial topics.

 

USAway Major Medical Plan

This plan is designed for US citizens and US residents who are travelling outside the USA.

 

Continuing Education Events for CPA’s and Attorneys

Continuing Education Events for CPA’s and Attorneys provided by Van Winkle Associates– Contact our office for specifics.

NYL Investments

Learn more about New York Life Investments

WHO WE ARE

Van Winkle Associates is a Boutique Family Financial Services Firm founded in 1979.

WHAT WE DO

Advise individuals and businesses to create, grow and preserve wealth and manage benefits through financial and insurance solutions.

HOW WE DO IT

Partnering with Fortune 100 companies and leveraging our decades of experience and relationships to deliver results and success for our clients