View Our Customer Relationship Summary
Skip to main content
Williams Estate & Financial Group
Williams Estate & Financial Group
  • Home
  • About Us
    • Our Team
    • Licenses
    • What Drives Us
    • Client Engagement Process
    • Personal Financial View
    • Our Location
  • Videos
  • Businesses
    • Employee Benefits
    • Financial Management
    • Protect Your Business
    • Retirement Planning
    • Succession Planning
    • For Business Owners
  • For Physicians
  • Individuals and Families
    • Family and Life Changes
    • Preparing for the Future
    • Unexpected Hardships
    • Wealth Accumulation
    • 529 College Savings Plans
    • Annuities
    • Disability Income Insurance
    • Individual Retirement Account
    • Life Insurance
    • Long Term Care Insurance
    • Mutual Funds
    • Trust Services
  • Resources
    • Account Access
    • Learning Center
      • Articles
      • Calculators
      • Newsletters
      • Glossary
    • Market Watch
      • Detailed Quote
      • Symbol Lookup
      • Multi Quote
      • Market at a Glance
      • Charting
      • Portfolio
  • Contact Us
    • Contact Us
    • Affiliated Offices
    • Request a Quote

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 »

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

  • Planning to Quit Your Job? What to Know Before You Go

    Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.

  • Are You a HENRY? Consider These Wealth-Building Strategies

    High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.

  • Don’t Let Debt Derail Your Retirement

    This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.

  • Baseball Lessons That Might Help Change Up Your Finances

    Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.

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.

  • Life Expectancy

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

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

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.

CRN202208-268862

Online Privacy Policy |  Legal Notices

Home | Contact

  • Site Map