Built by Agents, For Agents
Windermere Financial was founded on a simple belief: insurance agents deserve better. Better commissions, better support, better technology, and a true partner invested in their success.
Our Mission
To empower independent insurance professionals with the tools, technology, and support they need to build thriving practices and secure financial futures for the families they serve.
Our Core Values
The principles that guide everything we do.
Agent-First Philosophy
Every decision we make starts with one question: How does this help our agents succeed?
Integrity Always
We believe in transparent relationships, honest communication, and doing what's right.
Innovation Driven
We continuously invest in technology and processes to give our agents a competitive edge.
Partnership Mindset
Your success is our success. We grow together as true partners in this business.
Why Agents Choose Windermere
We're not just another FMO. We've built our entire organization around what agents actually need to succeed in today's competitive market.
- No monthly fees or platform charges
- Release policy with no restrictions
- Direct carrier contracts in your name
- Vested renewals from day one
- Personal dedicated support team
Agent Success Guarantee
We're so confident in our platform and support that we offer a satisfaction guarantee. If you're not completely satisfied, we'll release your contracts with no questions asked.
Our Journey
From startup to industry leader, here's how we've grown.
Where It All Began
Steven J Hargrove became licensed to sell life and health insurance.
Hargrove Financial Sold
Steven sold Hargrove Financial, a best-in-class Medicare FMO he built from the ground up, demonstrating a proven ability to grow and scale an insurance organization.
Windermere Financial Founded
Armed with over a decade of industry experience and a clear vision for what agents deserve, Steven launched Windermere Financial to reimagine what an FMO could be.
Agent Portal Launched
Windermere Financial unveiled a cutting-edge agent portal built entirely in-house, giving agents real-time license tracking, digital contracting, a built-in CRM, and a full VoIP phone system all under one roof.
Nationwide Coverage
Windermere Financial obtained licensure in all 50 states plus the District of Columbia, empowering agents to grow their business anywhere in the country.
Based in Southern California
Headquartered in Newport Beach, serving agents nationwide.
Address
1400 Newport Center Dr
Ste 275
Newport Beach, CA 92660
Phone
(800) 652-7922Ready to Join Our Family?
Discover what it's like to work with an FMO that truly puts agents first. Let's build something great together.