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Williams Tax & Financial Services

5 of 5 stars 1 Reviews

2150 Lexington Rd Ste D-2, Richmond, KY 40475
www.strategies4wealth.com
Email this business
(859) 623-0044 Additional Contacts
 
Williams Tax & Financial Services has set itself apart by looking at your entire financial picture as a whole, not individually. We can make sure all your financial plans are working together. Our unique experience with taxes, investments, retiremen...read more
Williams Tax & Financial Services has set itself apart by looking at your entire financial picture as a whole, not individually. We can make sure all your financial plans are working together. Our unique experience with taxes, investments, retirement planning, and our comprehensive approach can show you the most efficient way to reach your goals
 
 

Business Details

Categories

(Edit)
Income Tax Services, Investment Management, Investment Services, Retirement Planning Consultants & Services, Tax Return Preparation

Hours of Operation

(Edit)
  • Mon 09:00 AM-06:00 PM
  • Tue 09:00 AM-06:00 PM
  • Wed 09:00 AM-06:00 PM
  • Thu 09:00 AM-06:00 PM
  • Fri 09:00 AM-06:00 PM

Brands

(Edit)
  • IRS E-File
  • Quickbooks
  • Rapid Refund
  • Wells Fargo Advisors
  • Wells Fargo Investments

Payment Options

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  • American Express
  • Check
  • Discover
  • MasterCard
  • PayPal
  • More

Certification & Affiliations

  • Securities License- Series 7 & 66. Life, Health, & Variable Insurance Licensed in KY, OH, & IN

Customers Served

  • Residential, Commercial

Emergency Service

  • Emergency service available

Ownership

  • Locally owned

Products & Services

(Edit)
  • 401(k) Rollovers
  • Abatement of Penalties
  • Accelerated Check Refund
  • Accounting
  • Amended Tax Returns
  • More
  • Annuities
  • Asset Management
  • Brokerage Services
  • Business Consulting
  • Business Services
  • Business Tax Returns
  • Consultations
  • Corporate Tax Returns
  • Direct Deposit
  • Diversification
  • Electronic Tax Filing
  • Estate Planning
  • Estate Tax Returns
  • Extensions & Late Filing
  • Federal Tax Returns
  • Financial Analysis
  • Financial Counseling
  • Free Consultations
  • Gift Tax Planning & Returns
  • Guarantees
  • Hedging
  • Income Tax Services
  • Individual Retirement Accounts
  • Individual Tax Returns
  • Investment Advisors
  • Investment Planning
  • Investment Research
  • Investments
  • IRA Rollovers
  • IRS Problems
  • Local Tax Returns
  • Market Analysis
  • Multistate Tax Returns
  • Mutual Fund Management
  • Mutual Funds
  • Offer In Compromise
  • Out-of-State Returns
  • Payment Plans
  • Payroll Tax Returns
  • Prior Year Tax Returns
  • Rapid Refunds
  • Refund Anticipation Loans
  • Retirement Analysis
  • Retirement Planning
  • Roth Individual Retirement Accounts
  • Savings Plans
  • Securities Brokers
  • Senior Discounts
  • SEP Individual Retirement Accounts
  • Small Business Services
  • State Tax Returns
  • Tax Advocacy
  • Tax Audit Representation
  • Tax Consulting
  • Tax Debt Assistance
  • Tax Levies
  • Tax Planning
  • Tax Preparation
  • Tax Problems
  • Tax Resources
  • Tax Return Preparation
  • Tax Savings
  • Taxpayer Representation
  • Trading Strategies
  • Trusts
  • Year-Round Services
  • Less

Specialties

(Edit)
  • We specialize in providing our clients very Comprehensive tax preparation, investment, retirement, insurance & financial planning services.

Additional Information

  • Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly... More Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about pursuing your dreams. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.Less

In Business Since

  • 2004
  • Licensed, Insured

Areas Served

  • State - KY
 
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The person icon Empolyee Image indicates that the reviewer is an employee of SuperMedia LLC. SuperMedia operates and sells advertising on Superpages.com. The views expressed in reviews are the opinion of each respective reviewer and do not necessarilly reflect the view of SuperMedia.
5 of 5 stars
Jun 4, 2011
by Guest88435
business
Williams Tax & Financial Services 2150 Lexington Rd Ste D-2,
Richmond, KY 40475
USA
Great Services and Advice! If you need investment advice and help planning for retirement this is the place I would highly recommend. They have a very clean professional office and even have the sweetest little dog that came and met me at the door!!... (More)
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Williams Tax & Financial Services has set itself apart by looking at your entire financial picture as a whole, not individually. We can make sure all your financial plans are working together. Our unique experience with taxes, investments, retirement planning, and our comprehensive approach can show you the most efficient way to reach your goals