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Reviews about Williams Tax & Financial Services
Tax Service, Investments Services, Retirement
I have been with this company for about two years now. I left my tax preparer that I had been with for about 10 years. I didn't realize what it was like to have a tax service who takes their time and sits down with you discussing your tax return. Williams Tax and Financial Services has continued to impress me with how thorough they are by the questions they ask me and my wife. Plus, they were able to really show me how to reach my retirement goal when I decided to let them give me a free retirement review. I found out I didn't know what my goals were much less have a plan to get there. I can't say enough for the difference i believe this will make for my family.
By Anonymous May 11, 2011 at 09:35 AMI made a switch this year and Im glad I did!
I feel a lot more comfortable with my financial situation now. Having someone who can look at my tax plans, investment plans, and retirement plans is a big relief. I understand a lot better now how all of these things work together. I never really understood that before. I'm not big on pushing people but I will say at least give them a call to see what they have to offer.
By WGreen June 22, 2011 at 01:10 PMExperience and passion
Tim's knowledge and passion for what he does is evident when you talk to him. He started doing taxes with his dad at the age of seventeen, and the rest is history. It is rare for someone to find their calling at that age. Pay him a visit and see what he can do for you!
By Avon Representative June 19, 2011 at 07:42 AMWilliams Tax & Financial Services Blog
Tips for Choosing a Good Professional Investment Services Firm
Planning your personal finances not only requires you to devote time for tax preparation every year and having a good long term investment management strategy but also a robust plan for your retirement that guarantees a stable and steady retirement income once you stop working. All these variables cannot be managed by an individual as there are many complexities involved. What you can instead do is to contact a professional investment services provider and sign up for their specialized financ... READ MORE Posted June 17, 2011 at 07:31 AMRead The Latest Newsletter from Williams Tax and Financial Svcs www.strategies4wealth.com
We've just published a new edition of our newsletter! You can check it out on our website and get the latest information from Williams Tax and Financial Svcs www.strategies4wealth.com. Let us know what you think! Read It Now Here READ MORE Posted June 10, 2011 at 03:05 AMRetirement may be closer than you think
I had a very interesting experience this week. I met with a client who was nearing their expected retirement age. When we sat down to discuss their current plans I was surprised to find out they actually... didn't have any plans. This struck me extremely odd from my side of the table, because most people have done at least some type of retirement planning, whether right or wrong. They went on to explain to me they are two years away from their ideal retirement age and explained the amount the... READ MORE Posted June 01, 2011 at 10:20 AMWilliams Tax & Financial Services Products
Tax Services, Tax Preparation,
We are dedicated to providing you with the most thorough and quality Tax Services available. It h... More
From Williams Tax & Financial ServicesInsurance Services
Even the best investment and financial plans can crumble if you have not properly prepared for th... More
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