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Williams Financial Services Corporation (WFSC)

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Williams Financial Services Corporation (WFSC)

Overview:

The WFSC Promise
We believe the success of a financial service organization depends upon how well it understands the needs of its clients and how competently and efficiently it meets those needs. We are committed to developing a relationship with each client that will foster an understanding of the client's needs and, above all, to maintaining the highest accounting and ethical standards of our profession. Simply stated, we are a full service firm dedicated to providing excellent service and an unparalleled product. By reviewing our clients' needs, we help them determine and strive towards obtaining their long-term financial goals.

Our commitment to excellence is evidenced by the selection of our staff, continuing education programs, research resources and emphasis on quality control. To advance these efforts, we participate in the Quality Review Program sponsored by the American Institute of Certified Public Accountants and have always received an unqualified opinion – the highest awarded.

What sets us apart from other CPA firms is that we are large enough to service a wide client base, yet small enough to provide personal service. Our quality service is demonstrated by the referrals we receive and our high rate of client retention.

Vision:

After 20 years, Kevin still wears many hats as a business owner, but his vision remains clear - help people make informed decisions about their money and help create a lasting legacy. Whether it’s simple budgeting or tax advice or teaching the fundamentals of intelligent investing, Kevin educates his clients on how to build a life plan that reflects their values and goals. He believes that it’s his duty as a trusted advisor to share crucial processes and capabilities which help his clients make the most informed decisions about their money. Many individuals and business owners count on Kevin and his team of professionals to guide them on their journey to financial success.

History:

Kevin Williams is doing what he was always meant to do. As a child, Kevin learned how to read stock quotes in the morning newspaper, and, by his teen years, was a full-fledged investor. Sensing that finance was the right career path, he obtained a college degree in Finance with minors in Accounting and Economics. By age 24, he had earned his MBA and, shortly thereafter, began working as a public accountant. At age 29, having gained invaluable technical experience from working with local CPA firms, Kevin decided to open his own firm.

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