WF
Williams Financial Group
Williams Financial Group: Orientación financiera centrada en la familia, con valores acogedores y semejantes a los de Cristo.
5
Insurance
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Williams Financial Group: Orientación financiera centrada en la familia, con valores acogedores y semejantes a los de Cristo.
Williams Financial Group ofrece seguros, finanzas y servicios de consultoría desde Kansas City, Missouri. El equipo ofrece orientación financiera personal y orientada a la familia, y planificación de la jubilación, a menudo impartida a través de seminarios informativos. Los clientes elogian un ambiente acogedor y hogareño y una dedicación a ayudar a las familias, guiados por valores semejantes a los de Cristo y un personal atento.
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Estrategias personalizadas para asegurar su jubilación, incluida orientación sobre beneficios federales y gestión de inversiones.
Pólizas de seguros integrales diseñadas para proteger a su familia, sus bienes y sus metas financieras futuras.
Asesoramiento experto en gestión de patrimonio, ahorros y planificación financiera para ayudarle a vivir una vida feliz y divertida.
Seminarios informativos y eventos de celebración para educar a los clientes y fortalecer las conexiones comunitarias.
Servicios de planificación holística que tratan a los clientes como familia, enfocándose en valores compartidos y el éxito a largo plazo.
Calificación general
Beverley Anderson
A friend of mine asked me to attend a seminar and I've been hooked since. Williams Financial Group is everything I wanted in a financial advisor. Stacia is knowledgeable, friendly, eager to work with you, and shares the same Christ-like values that I grew up with. It's nice to be able to sit across the table and talk with someone who understands your needs. The 1970's party was a blast. My husband and I enjoyed it very much. It got us out of our comfort zone, and we look forward to more of the same as we enter into our retirement years. As we continue our journey with WFG into 2025, we'd like to get to know George better. We haven't had the opportunity yet to sit down with him. As a soon to retire federal employee, I would like to know that I can count on him to know and understand my federal benefits. My experience and interactions with Joyce, Debra, and Sarah have been great. Thank you WFG for accepting Lawrence and I into your family. I look forward to many years of working with your team!
Yolanda Williams
George and Stacia Williams are the most amazing 🤩 people. Their knowledge is superb. They make you feel like you are part of their family. Thank you 🙏🏽 for your support and guidance in my financial life
DEBORAH MAXWELL
This company Is such a educational and fun and I went to 6 companies at that time and they were the only ones that made me want to say yes
LaWanda Lamar
EOY 70's party by the Williams Financial Grp...as always...Great time, great fun! Happy holidays!
Vivian Goldmon
Stacia & George are an absolutely wonderful couple who take pride in getting to know their customers and always making sure their needs are met. I've never had a financial institution that's truly treats you like family
Mike Morris
I really appreciate the fact that they are very respectful, they don’t talk down to you. Very knowledgeable and they are continuously educating you. Not your typical one and done.
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