Whether you’re looking for an investor to properly guide you in making financial decisions or come along aside you and assist you in determining your financial planning goals and defining objectives, Windsor Wealth may just be the right financial planner for you! Based in Gainesville, GA – conveniently located just an hour north of Atlanta up I-85, we’ve got over 65 years combined experience in the financial planning industry.
Successful Financial Planning
We understand that working, as a successful financial planner is more than just giving you sound advice. We get to know our clients on a personal level and help them determine what steps to take based on life events and personal decisions. Our process that we’ve developed is based on a checklist of financial planning type issues, and we use that checklist to work with our clients in helping to plan for specific life events.
We invite you to visit our office in downtown Gainesville, Georgia – just off the Gainesville Square. We’d love to sit down with you, get to know you and see if working together on your wealth management would be the right fit. Give us a call at (678) 971-1337 to set something up today!
A North Georgia Financial Planner
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered. Therefore, a response to a request for information may be delayed.
Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only.
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