Windsor Financial Group

Insurance · Pennsylvania, United States · 51-200 Employees

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Overview

Headquarters

220 Gibraltar Rd Ste 350, Horsham, Penns...

Phone Number

(215) 293-9337

Revenue

$23.4 Million

Industry

Insurance Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Windsor Financial Group

Windsor Financial Group offers a range of financial products and services including 529 College Savings Plans, annuities, disability income insurance, individual retirement accounts, life insurance, long-term care insurance, mutual funds, and trust services. The company aims to assist clients in achieving their financial goals through personalized financial planning and investment advisory services. Their target clients include individuals seeking to secure their financial future and manage their wealth effectively. Windsor Financial Group operates from Horsham, Pennsylvania, and is affiliated with MML Investors Services, LLC.Explore more
Windsor Financial Group's Social MediaPopular SearchesWindsor Financial GroupWindsor Financial Group: Tetyana LuczajWindsor Financial LLCBroadridge Financial Solutions IncWindsor Financial Group LLCSIC Code 64,641NAICS Code 52,524Show more

Windsor Financial Group Org Chart

PhoneEmail
Suresh Dongre, President at Windsor Financial Group
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Windsor Financial Group

$23.4M
51-200
Private
-
2004
Suresh Dongre, President at Windsor Financial Group
Suresh DongrePresident
$9.2M
51-200
Private
-
2004
SW
Scott WernerPresident & CEO
$8.8M
51-200
Private
-
2008
MC
Morgan ChristianFinancial Services Executive
$7.5M
11-50
Private
-
2000
AT
Alan TemkinFinancial Planner & Financial Services Executive
$6.7M
11-50
Private
-
1980
N/A
$6M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
CC
Christine ChaiaGroup Assistant VP, Retirement Plan Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Windsor Financial Group is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Windsor Financial Group is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Windsor Financial Group.

Windsor Financial Group Tech Stack

A closer look at the technologies used by Windsor Financial Group

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Frequently Asked Questions Regarding Windsor Financial Group

What is Windsor Financial Group's official website?
Windsor Financial Group's official website is www.jimadlamjr.com
What is Windsor Financial Group's Revenue?
Windsor Financial Group's revenue is $23.4 Million
What is Windsor Financial Group's SIC code?
Windsor Financial Group's SIC: 64,641
What is Windsor Financial Group's NAICS code?
Windsor Financial Group's NAICS: 52,524
How many employees does Windsor Financial Group have?
Windsor Financial Group has 51-200 employees
What industry does Windsor Financial Group belong to?
Windsor Financial Group is in the industry of: Insurance, Finance, Securities Trading
What is Windsor Financial Group competition?
Windsor Financial Group top competitors include: Reddington Advisory Group, Yousef J. Surmawala - MassMutual, Asset Strategies Group, Donald M. Boyce, MML Investors Services
What technology does Windsor Financial Group use?
Some of the popular technologies that Windsor Financial Group uses are: Cloudflare Website Optimization, DoubleClick, Google Universal Analytics, Google Tag Manager
How do I contact Windsor Financial Group?
Windsor Financial Group contact info: Phone number: (215) 293-9337 Website: www.jimadlamjr.com
What does Windsor Financial Group do?

Windsor Financial Group offers a range of financial products and services including 529 College Savings Plans, annuities, disability income insurance, individual retirement accounts, life insurance, long-term care insurance, mutual funds, and trust services. The company aims to assist clients in achieving their financial goals through personalized... financial planning and investment advisory services. Their target clients include individuals seeking to secure their financial future and manage their wealth effectively. Windsor Financial Group operates from Horsham, Pennsylvania, and is affiliated with MML Investors Services, LLC.Read More

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

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