Our Team
Manager
Agent
Agent
Roy began at Metropolitan Life Insurance Company in 1975. He left Metropolitan in 1991 after being a branch manager in Stratford, CT for almost 10 years. In 2001 he opened Williams Financial Group and has been running it ever since. He currently is in charge of both securities and annuities. He is also tasked with training our new agent as he begins his young and promising career.
Agent
Agent
Agent
Preston has just recently begun his investment career. With a degree in Finance and a minor in business administration, Preston brings a fresh new face with exciting new ideas to grow the company and improve efficiency. He currently has just earned his life and health insurance license and is working towards obtaining his series 6 & 65 license for future securities services.
About Us
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common -- a commitment to ethics and integrity. We include multiple certified insurance agents, as well as an agent certified in securities and other financial investments alternatives. You can also count on unbiased recommendations and impartial guidance.
Planning Futures
Since 2001, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Williams Financial Group
3200 Main Street, Stratford, Connecticut 06614, United States
Hours
Open today | 09:00 am – 05:00 pm |
Monday - Friday: 8am - 5pm
Saturday - Sunday: By appointment
The Williams Financial Group
3200 Main Street, Stratford, Connecticut 06614, United States
Copyright © 2023 Williams Financial Group - All Rights Reserved. Securities and Investment Advisory offered through KCD Financial. Inc. Member of FINRA & SIPC
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