Williams Financial

Financial Services • North Bennington, Vermont, United States • 1-10 Employees

Company overview

Headquarters	12 Main St, North Bennington, Vermont 05257, US
Phone number	+15167628531
Website	williamsfinancial.net
NAICS	52
SIC	621
Keywords	Education Planning, Exit Planning, Retirement Planning, Financial Planning, Investment Advisory, Investment Management, Small Business Owners, Employer-Sponsored Retirement Plans, Income Tax Consultation
Founded	2005
Employees	1-10
Socials

Key Contact at Williams Financial

James Williams

Ceo & Founder | Wealth Advisor

Williams Financial Email Formats

Williams Financial uses 2 email formats. The most common is {first initial} (e.g., j@williamsfinancial.net), used 62.5% of the time.

Format	Example	Percentage
{first initial}	j@williamsfinancial.net	62.5%
{first name}	john@williamsfinancial.net	37.5%

About Williams Financial

Williams Financial, LLC is an independent, fee-only registered investment advisory firm based in Saratoga Springs, NY, North 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.

Williams Financial revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Williams Financial has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Williams Financial has never raised funding before.

Williams Financial Tech Stack

Discover the technologies and tools that power Williams Financial's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

JetEngine

WordPress plugins

Cloudflare Bot Management

Security

jQuery UI

JavaScript libraries

Google Maps

Maps

Hello Elementor

WordPress themes

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Frequently asked questions

Williams Financial is located in North Bennington, Vermont, US.

You can reach Williams Financial at +15167628531.

Williams Financial was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Williams Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Williams Financial

James Williams

Ceo & Founder | Wealth Advisor

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