Dear Investor,

When I left the large-brokerage-house world in 1988, my vision was to create an association of independent brokers and advisors, combining the best elements of Wall Street expertise with independence and an entrepreneurial spirit. The foundation of Williams Financial Group has always been a commitment to providing superior advice and services to our investment representatives, advisors and ultimately to you, our clients.

By partnering with an independent financial services firm, you will gain numerous benefits not available at a large corporation. As an independent company, WFG is able to allow your advisor to objectively choose investments that best fit your goals, seek out the most competitive pricing to pass along to you, design innovative and customized programs and systems to support your advisor, and provide personalized attention to you and your advisor.

As we celebrate our 20th anniversary, I am proud to say Williams Financial Group is still dedicated to superior service from our home office staff as well as from our individual representatives you depend upon.

Thank you for your trust and business and I look forward to our relationship together.

Sincerely,
Wilson Williams
President & Chief Executive Officer

Watch an interview with Wilson Williams