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0Great professional service to do business with. Williams Tax & Financial Services is now taking care of my tax plans, investment plans, and retirement plans. It's really nice to have one person and office take care of so much. And I feel like I am being well taken care of. I would recommend to others.
06/04/11
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!! I knew I was in the right place. lol My first meeting with Tim was unique because I did most of the talking and he listened instead of "selling" me something like most of financial advisors I've talked to. He put a planned together that based on what i needed not some one size fits all advice. His tools and plans that he goes over with are really thorough and easy to understand. I guess what I liked the most was that these plans go over taxes, retirement issues, and my investment plans and how to protect my assets too. I feel good about the plans we put together and Tim meets with is every quarter to go over out progress and make changes if we need to. Give them a try and you will see the difference and be thanking me! Keep up the good work
Established in 2004 Williams Tax & Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we help them plan for their financial future. 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.Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.
- General Info
- We use our expertise in all these areas to show you Financial Plans that are comprehensive and easy to understand. We take the data we gather from every client and develop custom strategies that fit your goals. There is more than just tax saving ideas, investment recommendations, and insurance policies to a truly comprehensive financial or retirement plan. We can show you exactly the steps to take to set yourself up for success based on your individual goals, not a one size fits all approach.
- Extra Phones
: 859-966-9989
- Hours
- Mon - Sun Open 24 Hours
- Categories
- Financial Services, Business & Commercial Insurance, Insurance, Investment Advisory Service, Tax Return Preparation
- Payment Options
- Location
- Located of directly of I-75, exit 90 in Richmond, KY. There is plenty of parking and we are located on this 1st Floor for easy access.