Client Resources
Calculators
A host of financial tools to assist you.
Newsletters
Timely newsletters to help you stay current.
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