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“My closing rate has gone up because I am a Windsor Member.  The serene environment and attentive Concierge to greet my clients personally has truly enhanced my business and my clients’ experience.”

 

David L.  

As a financial planner you help your clients organize their finances, project the results of their savings and investments so they can see how well prepared they are for retirement and you help them make decisions with their money that will help them reach their financial goals as efficiently as possible. Providing a general investment analysis and a graphic concise plan are essential elements of the professional work you do for your clients. 

 

 

 

 

 

Synonymous with privacy, state-of-the-art technology, spacious conference room options and luxurious convenience WINDSOR has become the Gold Standard to enhance your professional image.  In addition to the WINDSOR Concierge who greets you and your guests, our professional support staff is available to provide the following services: 

  • Teleconferencing services 

  • Photocopies 

  • Scan documents 

  • Shredding 

  • Afterhours and weekend access 

 

Meeting your clients after 5:00 PM and on weekends is not only good business it is essential in serving your clients’ particular needs.  At WINDSOR we understand your need for after hour and weekend meeting time.  As a WINDSOR Member you never have out-of-hour charges. 

 

You help your clients address a variety of financial concerns; let WINDSOR help you with your business needs. 

 

Preferred rates are available for Financial Planner Members.  Complete and submit your Membership Application before you book to take advantage of these great rates.