Williams Financial

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

2240 University Dr Ste 140, Newport Beac...

Phone Number

(949) 548-4049

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Williams Financial

Williams Wealth Management, Inc. offers a comprehensive range of services including accounting, tax consulting, and wealth investment management. Their team of experienced CPAs and wealth advisors focuses on proactive planning to foster enduring client relationships. The firm caters to entrepreneurs and individuals seeking tax-optimized investment strategies. With a commitment to client experience, they provide tailored financial solutions to meet diverse needs.Explore more
Williams Financial's Social MediaPopular SearchesWilliams Financial IncWilliams Financial Services IncWilliams Wealth Management IncWilliams Financial ServicesWilliams FinancialSIC Code 62,628NAICS Code 52,523Show more

Williams Financial Org Chart

PhoneEmail
Bill Zigler, President at Williams Financial
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Williams Financial

<$5M
11-50
Private
-
2008
Bill Zigler, President at Williams Financial
Bill ZiglerPresident
<$5M
1-10
Private
-
-
YB
Yvonne BacioDirector, Marketing
<$5M
1-10
Private
-
2006
MN
Margaret NickensFinancial Advisor & Chief Compliance Officer
<$5M
1-10
Private
-
2002
GR
Galen ReederFinancial Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2001
JR
Joseph RaymondMember, Investment Advisor & Representative
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

Williams Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Williams Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Williams Financial.

Williams Financial Tech Stack

A closer look at the technologies used by Williams Financial

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Frequently Asked Questions Regarding Williams Financial

What is Williams Financial's official website?
Williams Financial's official website is www.williamsfs.com
What is Williams Financial's Revenue?
Williams Financial's revenue is <$5 Million
What is Williams Financial's SIC code?
Williams Financial's SIC: 62,628
What is Williams Financial's NAICS code?
Williams Financial's NAICS: 52,523
How many employees does Williams Financial have?
Williams Financial has 11-50 employees
What industry does Williams Financial belong to?
Williams Financial is in the industry of: Finance, Business Services, Securities Trading
What is Williams Financial competition?
Williams Financial top competitors include: Copper Canyon Wealth Management, Guidance Wealth Management, Rogers Financial Group, Wealth Management Group
What technology does Williams Financial use?
Some of the popular technologies that Williams Financial uses are: Drupal, AppRiver, AddToAny, Google Tag Manager
How do I contact Williams Financial?
Williams Financial contact info: Phone number: (949) 548-4049 Website: www.williamsfs.com
What does Williams Financial do?

Williams Wealth Management, Inc. offers a comprehensive range of services including accounting, tax consulting, and wealth investment management. Their team of experienced CPAs and wealth advisors focuses on proactive planning to foster enduring client relationships. The firm caters to entrepreneurs and individuals seeking tax-optimized investment... strategies. With a commitment to client experience, they provide tailored financial solutions to meet diverse needs.Read More

What are Williams Financial social media links?
Williams Financial Linkedin page Williams Financial Twitter page
Is Williams Financial a public company?
Williams Financial is private company therefore does not currently have an official ticker symbol
See more information about Williams Financial

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