Wealth Management Firm Near Me - Facebook Icon IMG  Wealth Planning Near Me - Certified Financial Planners Twitter Icon IMG   Find A Financial Advisor Near Me - Wealth Planners Linkedin Icon IMG 

678.971.1337

Family Financial Portfolio Survey

Access Your Account Online

☰ Menu
Life & Fun

Windsor Wealth Planners and Strategists office, COVID-19 Update

March 20th, 2020

We are well-prepared and here for you.  Life is changing, faster than many of us can keep up with, but as our routines shift in an effort to protect those most vulnerable to the COVID-19 pandemic, we wanted to take a few moments to update you on how our office is changing, and, more important, what will stay the same.

We are appreciative of your business and your trust.  We are continuing to track and monitor your financial plan as well as your investments.  If you have any questions or would like to go through your financial and investment plan over the phone, please let us know.

Thank you

Carlos, John, Christina, Bobbie & Tara

Securities offered through Raymond James Financial Services, In., Member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth is not a registered broker/dealer, and is independent of Raymond James Financial Services. 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.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.