Financial Services For Individuals

Know Where You Are Going

Managing your finances can be a difficult task at any age.  Since life’s events can change on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future.  Even if you know life about personal finance or saving money, Winter-Dent & Company is committed to help you realize your personal fiscal goals.

Within our Financial Services division, we have Representatives who will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. 

A Financial Services Representative can provide services in the following areas:

  • Estate Planning
  • Retirement Plans
  • Life Insurance, Annuities, Disability Income Insurance
  • Long-Term Care Insurance

Through our broker-dealer we also have Registered Representatives who can offer services in the areas of:

  • Mutual Funds, General Securities
  • Personal Investment and Retirement Planning
  • Access to Separately Managed Accounts

Our People have the knowledge and experience to assist you with all of our financial services needs from a term life insurance policy or 401(k) rollover, to complete financial and life insurance needs analysis and strategy.

Plan ahead with financial services from Winter-Dent & Company.

Securities offered through Cetera Network Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Check the background of this investment professional on FINRA's BrokerCheck.

101 E. McCarty St., Jefferson City, MO 65101

We are registered to sell Securities in the following state(s):  MO

We are licensed to sell Insurance in the following state(s): 
MO, AR, AZ, CA, CO, FL, IA, IL, KS, NE, NM, OK, PA, MN, SC, TX, VA

Our Financial Services For Individuals Coverage Options Include: