• 866-986-4469

  • Archive for the ‘News’ Category

    Important: Equifax Data Breach Information

    Equifax, one of the three major credit bureaus, reported late last week a data breach of over 143 million US customers in what could be ranked as one of the largest data breaches in history.  According to Equifax, the cyber-criminals accessed consumers’ social security numbers, birth dates, addresses and driver’s license numbers.  In addition, over

    Read more

    Spirka Promoted to Executive Vice President of Williams Financial, LLC

    FOR IMMEDIATE RELEASE Spirka Promoted to Executive Vice President of Williams Financial, LLC March 30, 2017 (Bennington, VT) – James J. Williams, CEO and Chief Investment Officer of Williams Financial, LLC, is very pleased to announce the promotion of Daryl Spirka, CFP(r) CPA, to executive vice president. Daryl will be an integral part of the

    Read more

    CEO at Williams Financial on How to Make a Difference Working in Small Firm

    FOR IMMEDIATE RELEASE CEO at Williams Financial on How to Make a Difference Working in Small Firm February 6, 2017 (Amherst, MA) – James (JJ) Williams, CEO, Chief Investment Officer, and Founder of Williams Financial, LLC offered insight to students of the UMASS Amherst Minutemen Fixed Income Club. Williams’ talk outlined his personal experiences in

    Read more

    Williams Financial Team Member Earns Registered ParaPlanner Designation

    FOR IMMEDIATE RELEASE Williams Financial Team Member Earns Registered ParaPlanner Designation January 9, 2017 (Bennington, VT) – Williams Financial Management, LLC is pleased to announce that Nancy Hurley recently earned the REGISTERED PARAPLANNER (RP®) designation. Hurley is the Operations Manager and is based in Williams Financial’s Bennington, VT office. Individuals who hold the RP® designation

    Read more

    WILLIAMS FINANCIAL ACQUIRES THE LANGTREE GROUP

    FOR IMMEDIATE RELEASE CONTACT: James J. Williams, CEO Williams Financial Management, LLC 508 Main Street Bennington, VT 05201 802-447-9769 WILLIAMS FINANCIAL ACQUIRES THE LANGTREE GROUP Bennington, VT, April 6, 2015:  Williams Financial Management, LLC has announced the acquisition of The Langtree Group, Inc., a company doing business as Langtree Associates of Westminster, MA and Bennington,

    Read more

    New Additional Office Location

    We are excited to announce that Williams Financial has opened another branch in Albany, New York in an effort to support our clients in the Capital Region of New York. The new office is located at 125 Wolf Road, Suite 217 in the Anderson Building on the corner of Wolf Road and Computer Drive West.

    Read more