Williams Financial Group

 

The Williams Financial Group of Companies ("WFG") is an independent full-service financial services firm providing support to brokers and advisors nationwide. The group manages more than 60,000 accounts representing $6.5 billion in assets.

WFG received “The Dallas 100™ Entrepreneurship Award” from the SMU Cox School of Business (2008) and the firm’s subsidiary, WFG Investments Inc., was named to Financial Planning Magazine’s “FP 50” list of the fastest growing independent broker-dealers (2008, 2009).

WFG operates through four separate affiliated entities: WFG Investments Inc., a member of FINRA and SIPC, offers securities for the firm’s network of brokers. WFG Advisors LP, a Registered Investment Advisor, provides fee based advice for clients including systems and client management capabilities.

WFG Strategic Alliance Inc. is organized as an insurance agency to support the company’s wealth management products and services, as well as all insurance related products. WFG Capital Inc. offers private placement and alternative investment products. Visit the Williams Financial Group on the web.

Visit Williams Financial Group on the web

Strategic Alliances: Signet Development | Haskell Company | Varian Medical | Locke Lord Bissell & Liddell LLP | Williams Financial Group