WILLIAMS FINANCIAL SERVICES, INC.
BOCA RATON, FLORIDA

Williams Financial Services, Inc., originally founded in New York by Chip with a background in Math from Bucknell University, transitioned to Florida in 1976. The company specializes in financial planning through a team-based approach, ensuring clients receive expert advice tailored to their unique circumstances. A primary goal is to assist clients in managing both personal and financial challenges across four primary areas: investments and capital for business growth, health-related income concerns, preparedness post-death scenarios, and mitigating financial risks such as taxes, lawsuits, or marital dissolutions. Over the decades, leadership under Joseph P. Williams Jr., among others, has emphasized providing boutique-level service while striving to reduce costs for clients within their risk tolerance levels. The team excels in filtering complex market products to align with individual client goals and objectives. Notably associated with Raymond James Financial Advisors, Williams Financial operates under strict regulatory compliance depending on jurisdiction. The firm maintains its headquarters at 902 Clint Moore Rd., Boca Raton, FL, as of their first incorporation in August 25, 1970. Past iterations include WILLIAMS, ALTER, ALFORD & MILTEER, INC., and WILLIAMS, ALTER & ASSOCIATES, INC. Its latest significant filing was a name change on August 1, 1978. The current status and annual report for fiscal year 2024 are up to date as of February 5, 2024. For any inquiries or further information, clients can reach out through provided contact numbers or their website at williamsfinancialservices.com.