Windsor Advisory Group

Business Services · Ohio, United States · 11-50 Employees

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Overview

Headquarters

2130 Quarry Trails Dr Fl 1, Columbus, Oh...

Phone Number

(614) 545-0300

Revenue

<$5 Million

Industry

Business Services Finance Project Management Securities Trading

About Windsor Advisory Group

At Windsor Advisory Group, the company's principals partner with clients to gain a complete understanding of their overall financial picture: personal, professional, and the critical overlap between the two. The company provides thoughtful, comprehensive direction on important financial decisions, such as retirement, the sale or succession of a business, and other large transactions. The company won't hesitate to tell you what you need to hear because the company believes in putting your best interests first.Explore more
Windsor Advisory Group's Social MediaSIC Code 87,874NAICS Code 54,541Show more

Windsor Advisory Group Org Chart

SB
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Managing Director

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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Windsor Advisory Group

<$5M
11-50
Private
-
2002
SB
Samantha BuckManaging Director
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2010
PF
Pat FairPartner, Wealth Advisor, Chief Compliance Officer, Cfp
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2012
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Windsor Advisory Group Tech Stack

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Frequently Asked Questions Regarding Windsor Advisory Group

What is Windsor Advisory Group's official website?
Windsor Advisory Group's official website is www.windsoradvisorygroup.com
What is Windsor Advisory Group's Revenue?
Windsor Advisory Group's revenue is <$5 Million
What is Windsor Advisory Group's SIC code?
Windsor Advisory Group's SIC: 87,874
What is Windsor Advisory Group's NAICS code?
Windsor Advisory Group's NAICS: 54,541
How many employees does Windsor Advisory Group have?
Windsor Advisory Group has 11-50 employees
What industry does Windsor Advisory Group belong to?
Windsor Advisory Group is in the industry of: Business Services, Finance, Project Management
What is Windsor Advisory Group competition?
Windsor Advisory Group top competitors include: Focus Financial Network, Stockade Wealth Management, Constant Guidance Financial, Core Wealth Management
What technology does Windsor Advisory Group use?
Some of the popular technologies that Windsor Advisory Group uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Windsor Advisory Group?
Windsor Advisory Group contact info: Phone number: (614) 545-0300 Website: www.windsoradvisorygroup.com
What does Windsor Advisory Group do?

At Windsor Advisory Group, the company's principals partner with clients to gain a complete understanding of their overall financial picture: personal, professional, and the critical overlap between the two. The company provides thoughtful, comprehensive direction on important financial decisions, such as retirement, the sale or succession of a bus... iness, and other large transactions. The company won't hesitate to tell you what you need to hear because the company believes in putting your best interests first.Read More

What are Windsor Advisory Group social media links?
Windsor Advisory Group Linkedin page
Is Windsor Advisory Group a public company?
Windsor Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Windsor Advisory Group

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