Who We Are
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 more than 18,400 individuals, families and businesses1.
President, Windsor Financial Group Walter Wolak
We are committed to the communities where we work and live. Our community involvement through charitable organizations and meaningful civic events is deeply important to us. The time and resources we invest in our community are additional reasons we've earned the trust of so many people in the Philadelphia area.
Our Measures of Community Value
Through 2015, Windsor Financial Group has:
- over $4.4 billion of life insurance coverage in force2.
- paid over $16.4 million in life insurance benefits3 and $2.7 million in disability income insurance benefits (claims)4 to our clients.
- paid $13.3 million in dividends5 to Windsor Financial Group clients who own eligible participating whole life policies with MassMutual.
- distributed $1.1 million in free6 life insurance to eligible families as part of MassMutual’s LifeBridgeSM Program.
1 An insured, owner, or payer of a MassMutual policy or contract (12/31/2015).
2 Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2015).
3 Amount of individual life insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2015).
4 Amount of disability income insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company (12/31/2015).
5 The amount of dividends to whole life policyowners in 2015.
6 MassMutual pays the premiums (12/31/2015).