Integrated Financial Services
4555 Lake Forest Drive, Suite 650Cincinnati, OH 45242
513-563-3544 (w)
513-563-3543 (f)
"Winter is likable as a person. I appreciate his approach with the LEAP model and his knowledge of financial matters in more useful ways than what most are accustomed. There is nothing to lose with his soft approach. I cannot say enough about what a pleasure it has been to work with him, not to mention the positive change it has made to my finances."
~ Kirk, Mason
"Winter is patient, sincere about his subject matter, and conscientious about doing a good job. His work has brought a peace of mind to my family."
~ Andy and Sylvia, Pleasant Ridge
"We really liked IFS's approach, which is more than just retirement focused unlike so many other financial planning firms! This company has walked us through a strategic path that protects our family, plans for the long-term and saves us money. You should hear about how their program can help you plan for the future!" ~ Joel and Sharyn, Morrow
"I was comfortable with our IFS advisor in the first meeting. He had a good understanding of financial matters and developed a good long range plan for me. I feel reassured, comforted, and at peace with the work we've done."
~ Marc and Pamela, West Chester
"I don't buy from many people. Our advisor did everything he said, listened well, and adjusted my plan to the uniqueness of my situation."
~ Dan and Kim, Hyde Park
"In working with IFS, I feel a comfort knowing I'm on track to the best way of planning for my future. My advisor did not try to sell anything in the beginning and was honest about compensation. He has kept me well informed by giving me books and relevant published articles."
~ Marc and Eija, West Chester
"Our advisor thinks of everything, and he backs up what he does. We feel like we are absolutely doing the right thing. On top of that, we never felt uncomfortable with him, and we got a complete and total evaluation. Our minds have been set at ease through our work with him!"
~ Brian and Shannon, Mason
"Our advisor is very methodical and every step of the process seemed to have the end result in mind. He was able to make complex items very clear and concise. Normally, dealing with financial issues makes me uneasy, but Winter made enhancing my long-term financial security painless."
~ Chris, East Walnut Hills
"After working with Winter I feel excited about my financial future. During the process, Winter was down-to-earth and never pressured me to buy anything. Working with him was very comfortable."
~ Susan, Chicago
After working with Winter I feel excited about my financial future. During the process, Winter was down-to-earth and never pressured me to buy anything. Working with him was very comfortable.