Williams Estate & Financial Group
Williams Estate & Financial Group
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Williams Estate & Financial Group

158 Charles L. McCombs Blvd., 2nd Floor
New Bedford, MA 02745

Phone:

  • 774-992-7444

Fax:

  • 774- 206-1840
  • E-mail address: jay@williamsefg.com
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    Our mission at Williams Estate & Financial Group, Inc. is to help our clients take action on the important and often-times complex financial decisions that come with success.  Our dedicated team of professionals provides a coordinated and thoughtful planning experience, which is focused on leveraging our clients' most valuable resource: time.

    Integrity
    In our observations and recommendations, we will always have the best interests of the client at heart.

    Professionalism
    It is our responsibility to stay current and be knowledgeable with market trends and new products.

    Communication
    We will address your concerns in a timely manner and in a way to which you can relate.  We will maintain consistent client contact and conduct face-to-face meetings to review your financial objectives whenever possible.

     

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    Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

    Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

    Financial Planning: Helping You See the Big Picture

    Financial Planning: Helping You See the Big Picture

    The Basics of Social Security Retirement Benefits

    The Basics of Social Security Retirement Benefits

    Newsletters

    • A Steady Strategy in Turbulent Times

      Dollar-cost averaging can help investors focus on building their portfolios through regular investing rather than reacting to market swings.

    • Prices and the Economy

      Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.

    • Coping with a Labor Shortage

      As small businesses struggle to recruit and retain employees in a tight job market, these tips may help owners meet staffing needs.

    • Calculating Key Financial Ratios

      The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.

    More Newsletters »

    Calculators

    • Taxable Equivalent Yield

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

    • Long-Term Care Self Insurance

      Will you be able to afford nursing home care?

    • Tax-Deferred Savings

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

    • Federal Income Tax

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

    More Calculators »

    Registered Representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Williams Estate and Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors, Boston, MA 02116. 617-585-4500.

    CRN202006-230116

     

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