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We offer a variety of investment services. These investment services range from simplified investments for the beginning investor and complex investments for the most experienced investor. Investments are a crucial part of any financial plan and a very important part of our Wealth Management process we use with our clients. Without a properly managed investment plan, reaching long term goals may be almost impossible for most people. We understand that there are many different investment options available but we can assist you in narrowing these choices and show you how to invest by designing an investment plan that works best for your specific investment needs.Investing can be an overwhelming task. We understand our clients have questions like:
Which Investment do I choose ?
How to invest ?
Where to Invest ?
What is investment planning ?
How to choose an Investment Advisor / Investment Adviser ?
Which Investment do I choose ? How to invest ?
Where to Invest ? What is investment planning ? How to choose an Investment Advisor / Investment Adviser ?
As an investor, you need to understand your investment options. Thus, as an Investment Advisor we want to educate you about how to invest and what investment planning can do for you. Selecting a well diversified Investment Adviser can make a world of difference to an investor. A true Investment Adviser is someone who listens and makes recommendations. Whereas, a sales person tells you what you want to hear and pushes products and brands. We do not believe in the "sales" strategy. Over 95% of our revenues come from Fee Bases Investment Services which are not based on commissions or products, but instead on our professional advice.
Choose a category below for more information on our professional Investment Services.
Fee-Based Management |
Rollover Retirement Assets
|
Portfolio Reviews |
Retirement Plans |
Other Investment Services you may be interested in
Investment Management | Investment Selection Process | Asset Allocation | Financial Review | Retirement Planning | Wealth Management | Wells Fargo Investment Advisers | Rollover IRA | Roth IRA Conversions| Wells Fargo OnlineRegister for Williams Tax & Financial Services Financial Newsletter!
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Williams Tax & Financial Services has been serving Richmond, Winchester, Lancaster, Lexington, Berea, Mt.Vernon, and Central Kentucky for over 10 years.
Williams Tax & Financial Services 2150 Lexington Rd Suite D-2, Richmond, KY 40475
Tax Services | Investment Management | Retirement Planning | Wealth Management
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IMPORTANT NOTE: Tim Williams is a registered representative registered to transact business with clients in KY, OH, & PA. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, a non-bank subsidiary of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
Williams Tax & Financial Services is not a registered broker/dealer or independent investment advisory firm.
Investments & Insurance Products:
- Are not insured by the FDIC or any federal government agency
- Are not deposits of or guaranteed by the bank or any bank affiliate
- May lose Value