Wintermeier Retirement Consultants is an Independent Firm specializing in retirement planning and wealth management for individuals and their families. For over 25 years, we've helped retirees and pre-retirees address their savings, investment, estate planning, tax planning, insurance, and retirement income needs. We take a personal interest in our clients and work with them to prepare, create, monitor and adjust their personal retirement plan with life's unfolding plan. A commitment to integrity, honesty, independent recommendations, friendly objective advice, and personalized strategies are the hallmarks of our business. We are devoted to our clients and the relationship we build lasts a lifetime and multiple generations. Our mission is to prepare individuals for retirement and help them work towards their financial goals in the many years ahead.
Gary C. Wintermeier, Sr. is a General Securities Principal, holds a FINRA Series 6, 7, 24, 26, 63, 66, is a Licensed Insurance Agent, has a Florida Department of Financial Services Agency License, Registered as an Investment Advisor Representative, and holds a CRPC designation. Registrations are held through LPL Financial. Gary is a proud father of two sons and a daughter, Gary Jr., Mark, and Meg. Gary's wife Julie is a school teacher and they have resided in Belleair Bluffs, FL for the past 24 yrs. They are Florida (Pinellas County) ‘Natives’ and are committed to their community.
