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Personal Details

First Name:

The

Last Name:

Windsor Group

Phone:

(781) 347-3931

Rep ID:

9VAH

Organization Details

Organization Name:

The Windsor Group

Organization Description:

We are a financial advising family team that focuses on helping successful individuals, families, and business owners pursue their various investment goals. We guide our clients, helping them work toward growing and preserving their assets over multiple generations.

The Windsor Group utilizes the vast research and resources of LPL Financial to develop a customized investment program that is tailored to each investor. The knowledge and perspective developed over our 50 years of combined experience in financial services allows us to give our clients individualized portfolio investment services and customized financial plans.

We always put our clients' needs first, provide services with integrity and treat each family like we would our own.

Office Location

Office Name:

Hingham Office

Street Address:

350 Lincoln Street, Suite 1107

City:

Hingham

State/Province:

ZIP/Postal Code:

02043

Country:

United States

License Information

Insurance Licensed State/Province:

Massachusetts

Headshot and Biography

Personal Photo:

Biography:

We are a financial advising family team at LPL that focuses on helping successful individuals, families, and business owners meet their various investment goals. We guide our clients, helping them work toward growing and preserving their assets over multiple generations. The Windsor Group utilizes the vast research and resources of LPL to develop a customized investment program that is tailored to each investor. The knowledge and perspective developed over our 50 years of combined experience in financial services allows us to give our clients individualized portfolio investment services and customized financial plans. We always put our clients' needs first, provide services with integrity and treat each family like we would our own.

Vision Statement:

A family financial planning practice for you and your family

OSJ (US only)

OSJ Name:

Christina Roberts

OSJ E-mail address:

christina.roberts@lpl.com

Disclaimer

Disclaimer:

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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