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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.

Taking a Financial Inventory

A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order.

More Videos »

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

  • When Buying Is Easy, Paying Later Can Be a Problem

    Spreading out payments for online purchases may be tempting, but shoppers should think twice before committing to installment purchases.

  • Retirement Savings in a Volatile Market

    Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.

  • IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill

    IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.

  • Food Inflation: What’s Behind It and How to Cope

    U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.

More Newsletters »

Calculators

  • Working While Collecting Social Security Benefits

    What will my net Social Security benefit be?

  • Tax-Deferred Savings

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

  • Savings Accumulation

    Estimate the future value of your current savings.

  • 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.

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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