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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.

The Latte Habit

How little things can add up over time.

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

  • Crisis Averted? Financial Help for Struggling Renters and Landlords

    Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.

  • Company Stock and Your Retirement Strategy

    This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.

  • Preparing for Libor to Leave the Building

    The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.

  • Looking Back, Looking Forward

    See the indicators economists rely on to understand the past, present, and potential future direction of the economy.

More Newsletters »

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • 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. 200 Clarendon Street, 19th & 25th Floors, Boston, MA 02116. 617-585-4500.

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