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Williams Financial, LLC

  • Financial Investments/Services
  • Financial Planners
28 Clinton Street, Suite 2
Saratoga Springs, NY 12866
(866) 986-4469
  • About

    Williams Financial, LLC is an independent, fee-only registered investment advisory firm with offices in Saratoga Springs, NY, Bennington, VT, and Leominster, MA. The firm provides integrated wealth management services that combines comprehensive financial planning, tactical investment management, and tax planning and preparation. Since 2005, Williams Financial, LLC has been a trusted resource for individuals, families, and small business owners.

    WHAT MAKES US DIFFERENT

    We believe that 98% of the wealth management industry is broken and does not work in the best interest of clients. We passionately believe that clients deserve a better way to navigate their complex financial lives than a high-pressure, sales-driven process. We believe that most of the “free” financial plans that wealth management firms provide to clients are only tools used to better sell their own investments and products.

    A BETTER WAY

    We are highly competent, well credentialed professionals with vast experiences who always adhere to the highest fiduciary standards – much like you expect from your doctor, accountant, or attorney. We provide our clients with advice that is truly unbiased. We accept no commissions or other incentives that might cloud judgment or sway allegiance. We work for you and your family alone. We feel strongly that clients should only work with fee-only, fiduciary financial planners and investment advisors. Only 2% of the financial services industry offers advice under this model.

  • Whom to Contact

    • James (JJ) Williams
      CEO
      28 Clinton Street, Suite 2
      Saratoga Springs, NY 12866
      Phone: (866) 986-4469

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