Insights

Client-Centric Approach Windsor Financial Group emphasizes a personalized strategy development process, offering tailored financial solutions based on individual circumstances and objectives, which indicates potential for upselling advanced financial planning services or wealth management products.

Long-Standing Presence With over 50 years in the Philadelphia area, Windsor Financial Group has established strong community relationships and brand trust, presenting opportunities to introduce new financial products or expand services to its existing loyal client base.

Growth Potential Although the company has modest revenue between $25M and $50M, its sizable team of over 50 associates suggests room for expanding service offerings, particularly in investment advisory and insurance solutions, to boost revenue streams.

Technology Utilization The company employs various digital tools including Google Analytics and Cloudflare CDN, which can be leveraged to enhance digital marketing efforts and target clients with customized financial products or educational content.

Market Positioning Windsor Financial Group operates in a competitive landscape with firms like Northwestern Mutual and MassMutual, indicating opportunities to differentiate through specialized services such as estate planning, small business financial solutions, or proactive client engagement initiatives.

Windsor Financial Group Tech Stack

Windsor Financial Group uses 8 technology products and services including Hotjar, Cloudflare CDN, Font Awesome, and more. Explore Windsor Financial Group's tech stack below.

  • Hotjar
    Analytics
  • Cloudflare CDN
    Content Delivery Network
  • Font Awesome
    Font Scripts
  • Awesomplete
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Media & News

Windsor Financial Group's Email Address Formats

Windsor Financial Group uses at least 2 format(s):
Windsor Financial Group Email FormatsExamplePercentage
FLast@financialguide.comJDoe@financialguide.com
76%
FirstLast@financialguide.comJohnDoe@financialguide.com
14%
LastFirst@financialguide.comDoeJohn@financialguide.com
4%
LFirst@financialguide.comDJohn@financialguide.com
1%
First@financialguide.comJohn@financialguide.com
1%
FirLast@financialguide.comJohDoe@financialguide.com
1%
FiLast@financialguide.comJoDoe@financialguide.com
1%
FMLast@financialguide.comJMDoe@financialguide.com
1%
First.Last@financialguide.comJohn.Doe@financialguide.com
1%
First.Last@windsorfinancialgroupinc.comJohn.Doe@windsorfinancialgroupinc.com
75%
First@windsorfinancialgroupinc.comJohn@windsorfinancialgroupinc.com
25%

Frequently Asked Questions

Where is Windsor Financial Group's headquarters located?

Minus sign iconPlus sign icon
Windsor Financial Group's main headquarters is located at 220 Gibraltar Road, Suite 350. The company has employees across 1 continents, including North America.

What is Windsor Financial Group's phone number?

Minus sign iconPlus sign icon
You can contact Windsor Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Windsor Financial Group's official website and social media links?

Minus sign iconPlus sign icon
Windsor Financial Group's official website is windsorfinancialgroupinc.com and has social profiles on LinkedIn.

What is Windsor Financial Group's NAICS code?

Minus sign iconPlus sign icon
Windsor Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Windsor Financial Group have currently?

Minus sign iconPlus sign icon
As of December 2025, Windsor Financial Group has approximately 51 employees across 1 continents, including North America. Key team members include President: T. E.President: W. R.Director Of Information Technology: B. B.. Explore Windsor Financial Group's employee directory with LeadIQ.

What industry does Windsor Financial Group belong to?

Minus sign iconPlus sign icon
Windsor Financial Group operates in the Financial Services industry.

What technology does Windsor Financial Group use?

Minus sign iconPlus sign icon
Windsor Financial Group's tech stack includes HotjarCloudflare CDNFont AwesomeAwesompleteGoogle Tag ManagerBootstrapGoogle AnalyticsAddThis.

What is Windsor Financial Group's email format?

Minus sign iconPlus sign icon
Windsor Financial Group's email format typically follows the pattern of FLast@financialguide.com. Find more Windsor Financial Group email formats with LeadIQ.

Windsor Financial Group

Financial ServicesPennsylvania, United States51-200 Employees

At Windsor Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives. We explain different options and earn your trust before offering possible solutions. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals. Based in Horsham, PA, we have had a presence in the Philadelphia area for more than 50 years. Windsor Financial Group has more than 50 associates dedicated to providing quality financial solutions to thousands of individuals, families and businesses. ------ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. CRN201611-188122

Section iconCompany Overview

Headquarters
220 Gibraltar Road, Suite 350
Phone number
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Windsor Financial Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Windsor Financial Group's revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.