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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
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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.

4 Things To Do in the 4 Years Before College

These four steps can help you go into the college planning process wisely.

More Videos »
Transcript

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

  • Leave a Lasting Gift with an Ethical Will

    An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.

  • Small Businesses Are Short-Staffed and Overwhelmed

    The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?

  • HOT TOPIC: Soft Landing or Delayed Recession?

    This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.

  • HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers

    This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.

More Newsletters »

Calculators

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Savings Accumulation

    Estimate the future value of your current savings.

  • 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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