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Paul Winkler, Inc. is geared toward creating confident investors™ and solving the problems that traditional financial planning and asset management firms create. Before being exposed to the education and guidance from our firm, most of our clients tell us that they got the majority of their information about investing from banks, brokerage firms, mutual fund companies, magazines and other investment providers. They were frustrated that the advisor or investment provider almost always had a vested interest in the investment products purchased. This built in conflict of interest often resulted in the investor getting lower returns and higher expenses than they deserved or expected.

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