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The Windsor Group is a wealth management firm that focuses on clients with high-reaching goals. People trust us for three reasons: First, we don’t work on commission, so we can provide truly unbiased advice. Second, we have an amazing team. We’re tech savvy, we do our homework and we have deep knowledge in lots of different areas. Third, we keep our advisor- to-client ratio low, which allows us to deliver exceptional value to the people we serve. Our team is broadly knowledgeable, but also includes many specialists. So, you ... read more
500 East 96th Street, Suite 450, Indianapolis, IN, 46240, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:00 a.m. to 5:00 p.m. | |
Tue | 8:00 a.m. to 5:00 p.m. | |
Wed | 8:00 a.m. to 5:00 p.m. | |
Thu | 8:00 a.m. to 5:00 p.m. | |
Fri | 8:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Probably one of the top wealth management / boutique multi-family offices in the region. Developed a solid investment strategy for our client surrounding retirement planning issues between Indiana / Florida.
Extremely irresponsible for clients. Not recommended.
Windsor Wealth Management has a 5 star rating with 6 reviews.
Windsor Wealth Management is closed now. It will open on Monday at 8:00 a.m.