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Windsor Financial Group

220 Gibraltar Road, Suite 350 Horsham, PA 19044

Phone:

  • (215) 293-9337

Fax:

  • (215) 441-4123

E-mail:

  • jadlam@financialguide.com
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Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

We have interesting videos for you to watch on my site.

View Videos

Click here for Client Relationship Summary

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
More Videos »

Newsletters

  • Is Your Business Eligible for the Research and Development Tax Credit?

    U.S. business owners who spent money to develop new products or improve existing products or trade processes may qualify for the federal R&D tax credit.

  • Going Public: How Are Direct Listings Different from IPOs?

    Do you know the difference between an IPO and a direct listing? This article explores the two paths companies can take to go public.

  • HOT TOPIC: Tech Sector Turmoil and the Bear Market

    This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.

  • Uncle Sam Wants to Know About Your Gig Income

    Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.

More Newsletters »

Calculators

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Car Affordability

    How much can you afford to pay for a car?

More Calculators »

James A Adlam, Jr is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory office: 220 Gibraltar Road, Suite 350, Horsham, PA 19044. Tel 215.441.8200. Windsor Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies.

CRN-202207-268188

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