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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:

  • jay@williamsefg.com
  • LinkedIn Icon

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.

Secure 2.0 Act Seeks to Boost Retirement Readiness

The SECURE 2.0 Act seeks to help Americans of all ages save and plan for retirement.

More Videos »

The Basics of Social Security Retirement Benefits

The Basics of Social Security Retirement Benefits

Financial Planning: Helping You See the Big Picture

Financial Planning: Helping You See the Big Picture

Newsletters

  • Six Steps to Starting a New Business

    Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.

  • Naming a Trusted Contact

    It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.

  • IRA Strategies: After-Tax Money and the Pro-Rata Rule

    The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.

  • Balancing Stocks and Bonds in One Fund

    Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.

More Newsletters »

Calculators

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Working While Collecting Social Security Benefits

    What will my net Social Security benefit be?

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. OSJ: One Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500. CRN202508-2734811

*Licensed, not practicing on behalf of Massachusetts Mutual Life Insurance Company or MML Investors Services, LLC.

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