Williamson Financial Services

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

198 Main St Ste 100, Trussville, Alabama...

Phone Number

(205) 661-9333

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Williamson Financial Services

Williamson Financial Services offers people in our community a full range of financial products and services. We believe that tax planning, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges. Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets. That's where Williamson Financial Services can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.Explore more
Williamson Financial Services's Social MediaPopular SearchesWilliamson Financial Services IncWilliamson Financial ServicesRay Williamson Insurance Services IncWilliamson Financial IncWilliamson Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

Williamson Financial Services Org Chart

PhoneEmail
LS
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Office Manager

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JH
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Office Manager

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AC
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Manager, Customer Relations

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Payday Loan Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Williamson Financial Serv...

<$5M
1-10
Private
-
2005
LS
Liz SwaugerOffice Manager
<$5M
1-10
Private
-
2005
MK
Matthew KeatorFinancial Representative
<$5M
1-10
Private
-
2014
JP
Jan PooreCustomer Service
<$5M
1-10
Private
-
2014
BB
Barrett BensonWealth Advisor
<$5M
1-10
Private
-
-
MC
Michael ConleyPrincipal and Financial Advisor
<$5M
1-10
Private
-
2007
DM
Dennis McMillinMcm Investor Services Owner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Williamson Financial Services Tech Stack

A closer look at the technologies used by Williamson Financial Services

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Frequently Asked Questions Regarding Williamson Financial Services

What is Williamson Financial Services's official website?
Williamson Financial Services's official website is www.williamsonfinancial.com
What is Williamson Financial Services's Revenue?
Williamson Financial Services's revenue is <$5 Million
What is Williamson Financial Services's SIC code?
Williamson Financial Services's SIC: 62,628
What is Williamson Financial Services's NAICS code?
Williamson Financial Services's NAICS: 52,523
How many employees does Williamson Financial Services have?
Williamson Financial Services has 1-10 employees
What industry does Williamson Financial Services belong to?
Williamson Financial Services is in the industry of: Finance, Securities Trading
What is Williamson Financial Services competition?
Williamson Financial Services top competitors include: Benson Wealth Management, New Heights Wealth Management, Cross Financial Group, MCM Investor Services
What companies has Williamson Financial Services acquired?
Williamson Financial Services has acquired the companies: TrueWealth Advisors
What technology does Williamson Financial Services use?
Some of the popular technologies that Williamson Financial Services uses are: Enom DNS Hosting, Amazon Web Hosting
How do I contact Williamson Financial Services?
Williamson Financial Services contact info: Phone number: (205) 661-9333 Website: www.williamsonfinancial.com
What does Williamson Financial Services do?

Williamson Financial Services offers people in our community a full range of financial products and services. We believe that tax planning, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges. Because many people regard financial planning as complex and confusing, they oft... en miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets. That's where Williamson Financial Services can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.Read More

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

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