Williams Financial, LLC
Financial ServicesView the employees at
Williams Financial, LLC-
Katya Dente Operations Manager at Williams Financial, LLC
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Bennington
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Top 10%
Gavin Johnson Management Major, Accounting Minor, Student-Athlete-
Worcester, Massachusetts, United States
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Rising Star
Michelle Metcalfe Client Service Associate-
Top 10%
James (JJ) Williams, CFP®, MBA CEO & Founder, Williams Financial, LLC-
Shaftsbury, Vermont, United States
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Rising Star
Overview
Williams Financial, LLC is an independent, fee-only registered investment advisory firm based in Saratoga Springs, NY, Bennington, VT, and Leominster, MA. Williams Financial, LLC provides financial planning and investment management to individuals, families and small businesses across the United States. Since 2005, Williams Financial, LLC has been a trusted resource to upper-middle income and high-net-worth families and small business owners.
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