Hector J. Sanchez [ChFEBC℠]
142 Lafayette St
Newark, NJ 07105
Original Certification Date: 12/28/2020
ChFEBC℠ Number: S011H31S2
States Currently Licensed: NJ
State Insurance License: 300794471
CRD #: 7181361
Primary Insurance: Over 60+ insurance and annuity carriers
Primary Investment: RIA Custodian: Charles Schwab & Co.
Services: I am investment adviser representative and the president of WinFall Financial. WinFall financial is a veteran-owned registered investment advisor in the state of New Jersey that provides holistic financial and tax solutions for clients across the entire socioeconomic spectrum. What makes us different than our competitors? Our competitors have one goal and one goal only! Get their hands on your assets! If you do not have any assets to manage, they do not have any interest in YOU. We, on the other hand, not only Welcome families of modest means, in fact, we specialize in helping clients of modest means BUILD assets. Our approach is unique! We are an investment advisor firm that takes a granular approach with our clients by doing what other advisor firms won’t; the “small things”.
We not only provide investment adviser services and retirement planning services for federal employees, but we also provide credit repair services, tax preparation & planning services, and debt management & budgeting services. All inhouse! We’re a one-stop shop!
Additional Information: We are a fully licensed, insured, and registered investment advisor in the state of New Jersey. We have the ability work with over 60+ of the leading insurance and annuity carriers in the country. We make sure our clients receive the best!
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