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 address: 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.

     

    The Retirement Income Factor

    How much money will you bring to retirement?

    More Videos »

    Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

    Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

    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

    • Take Advantage of Deductions for Business Investments

      A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.

    • Four Questions on the Roth Five-Year Rule

      This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.

    • Insurance to Help Protect Your Business from Lawsuits

      Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?

    • Why Family Businesses Should Have Succession Plans

      Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?

    More Newsletters »

    Calculators

    • Retirement Portfolio Lifespan

      How Long Will Your Funds Last?

    • Long-Term Care Self Insurance

      Will you be able to afford nursing home care?

    • Roth IRA Conversion

      This calculator can help you determine whether you should consider converting to a Roth IRA.

    • College Funding

      Use this calculator to estimate the cost of your child’s education, based on the variables you input.

    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

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