James B. Williams,  CFP<sup>&reg;</sup> - Financial Advisor

James B. Williams, CFP®

President

Jim Williams Financial

15431 Middlebelt Rd
Livonia, MI 48154-3805
(800) 851-6355
(734) 422-6127

General

James Williams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jim Williams Financial in Livonia, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CCPS

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities: NY

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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