Financial Planning with
Williams & Company, LLC.

For Individuals

The financial professionals at Williams & Company have the experience to offer individuals assistance in investment planning, insurance, and wealth management. Having a W&C financial professional means that not only will they help you create a plan that meets your goals, but they also guide you through your options so you can make informed decisions

Services for Individuals

For Employers

Williams & Company is staffed with financial professionals equipped to assist employers with determining which employee benefits, retirement, and investment plans will best fit their employees’ needs. They also will meet with employees for individual planning sessions to answer any questions they may have about their options.

Services for Employers

Our Services

Williams & Company is a financial planning and employee benefits firm. Our financial professionals are dedicated to working with individuals, employees in the public and private school system, businesses, and state and municipal employees. Our partnership with The Legend Group of Companies allows us to provide our clients with a wide variety of services ranging from financial planning and investment consulting to employee benefits and wealth management solutions. We strive to ensure your financial plan is designed to meet your needs and achieve your short- and long-term goals.

Investment Services

Planning for retirement is extremely important, but can be a confusing process. Our financial professionals have the experience to guide you through the products that will best fit your investing needs, empowering you to make well-informed decisions as you plan your retirement.

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Insurance Services

Work with one of our financial professionals to have your insurance needs assessed as part of your investment plan. Our specialists are committed to helping you build up financial protection and security so you and your family can feel safe, regardless of what life throws at you.

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Wealth Management

Managing money takes a tremendous amount of time and experience. Our financial professionals work to meet your needs and will create a customized plan that will protect your assets and work to achieve your goals and objectives so you can focus on what you do best.

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Smarter Investment Decisions

Legend Advisory Corporation provides individual investors with professional investment selection, advanced asset allocation techniques and dynamic portfolio management. Click to watch a 4-minute video about the investment process.