Williams Financial Advisors
“I have worked with William Financial Advisors for over 20 years and they have been wonderful to work with all of this time. Initially, they assisted with investment advice for inherited funds. But then they assisted with funds for my daughters. They helped with transferring the funds to 529 accounts which grew so much that the funds paid for my daughters’ college. During the recession of 2008/2009, they recommended that I transfer some of my investments to an annuity. It was so popular that the funds closed to others shortly thereafter. I am now retired and able to access that annuity that will pay me for life. My daughters, now in their 30s, and my sister and her husband, all utilize William Financial Advisors because the great work they have done for me. I highly recommend this group.”
