James J. Williams, CFP^®

CEO & Founder

Williams Financial, LLC

204 Union Street
Bennington, VT 05201

+ 1 More Location

Williams Financial, LLC

28 Clinton St, Ste 2
Saratoga Springs, NY 12866-2143

FINANCIAL ADVISOR'S WEBSITE

www.williamsfinancial.net

(866) 986-4469

+2 More Numbers

(802) 447-9769 866-

CONNECT WITH James

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Williams Financial, LLC is a FEE-ONLY, independent registered investment advisory firm.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

Williams Financial, LLC

General

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

Financial Advisor Overview

With decades of experience in the industry, our team strives to listen and learn about who you are and what you want out of life. We can then begin to carve out personalized solutions aimed at supporting your overall financial well-being. By staying true to our core values, we seek to guide you through our step-by-step process and aspire to help you grow and progress towards your goals. Williams Financial, LLC is an independent, fee-only registered investment advisory firm with offices in Massachusetts, New York, and Vermont. Since 2005, Williams Financial, LLC has provided services and resources to individuals, families, and small business owners.

Financial Advisor Experience

James (JJ) Williams is CEO & Founder of Williams Financial, LLC. He leads the firm’s team of financial planners, investment advisors, tax professionals and small business consultants. He has more than 15 years of experience in creating personalized financial plans for pre-retirees and retirees. JJ earned his bachelor of business administration from Southern Vermont College and his MBA with a concentration in finance from the University of Massachusetts at Amherst. Through post graduate classes at Boston University, he earned his CERTIFIED FINANCIAL PLANNER™ professional designation. He has earned multiple licenses in financial services including the Series 7, 63 and 66 FINRA licenses and is registered with the states of Massachusetts, New York, and Vermont.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Life Planning, Retirement, Personal Taxes