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Windsor Wealth Management

  • Investment Service
  • Indianapolis, IN
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About this business

FinanceFinancial ServicesInvestment Service

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

Location details

500 East 96th Street, Suite 450, Indianapolis, IN, 46240, United States

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Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
5.06 reviews
Zara Van Daalen's profile image
Zara Van Daalen 
4 years ago

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. 

Bowen Song's profile image
Bowen Song 
4 years ago

Extremely irresponsible for clients. Not recommended. 

Sue H's profile image
3 years ago
Channing Mitzell's profile image
Channing Mitzell 
4 years ago
Brian Hardman's profile image
Brian Hardman 
3 years ago
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Frequently asked questions about Windsor Wealth Management

How is Windsor Wealth Management rated?

Windsor Wealth Management has a 5 star rating with 6 reviews. 

When is Windsor Wealth Management open?

Windsor Wealth Management is closed now. It will open on Monday at 8:00 a.m.