Schedule a Complimentary Financial Planning Consultation
There is no cost for your first two meetings with us. We believe that building relationships and defining retirement goals take time.
Call or email David today to schedule your consultation.
David Bunker
Financial Advisor, Fiduciary & Founder
Windsor Wealth Management, LLC
27 Main Street
Topsfield, MA 01983
dbunker@windsorwm.com
(978) 887-6940
What to Expect at Our First Meeting
We can meet in-person at our Topsfield, Mass. office or by video; it’s up to you.
We’re prepared to assist you, regardless of your location. Certainly, many of our clients live and work north of Boston, however, we also have clients in California, Connecticut, Delaware, Florida, Minnesota, Nevada, New York, Rhode Island, Texas and beyond.
Bring your questions (no question is too simple). We’re committed to providing the answers you need. Also, bring all financial paperwork you’re comfortable sharing, e.g., 401(k) statements, life insurance policies, etc. The more information you provide, the more detailed our answers.
We’re excited to meet with you and discuss your financial future. In the meantime, explore our FAQ page for answers to frequently asked questions.
Related: Seeking professional financial advice can unlock significant benefits, even for those feeling financially secure. Our article, “When to Hire a Financial Advisor” describes 11 specific instances where expert financial guidance can positively impact your life.
Parking is readily available behind our building, or on street in front of the office.