EDWARD L WINOKUR

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Edward Winokur is a financial consultant based in Tampa, Florida, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and risk tolerance. Edward employs an in-depth discovery process to understand his clients' specific situations and time horizons. He focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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