Bennington, VT – Williams Financial, LLC, a leading provider of fee-only financial planning and investment management in the Bennington area, is excited to announce the relocation of its Vermont office. Effective October 2, 2024, the company will be moving from its current location at 204 Union St., Bennington, VT to its new office at 12 Main St., North Bennington, VT.
This move represents Williams Financial’s continued commitment to providing exceptional service to our clients. The new office will offer a more spacious and convenient environment, better suited to meeting the growing needs of our valued clients.
“We are thrilled to be relocating to North Bennington, where we will be able to serve our clients more effectively in a completely renovated historic space on the village green,” said James (JJ) Williams, CEO & Founder at Williams Financial, LLC. “This move reflects our dedication to growth and our ongoing mission to provide personalized, high-quality financial planning.”
All phone numbers, email addresses, and services will remain unchanged, ensuring a seamless transition for our clients. We welcome our clients and community members to visit our new location starting October 2, 2024.
For more information or to schedule an appointment, please call (802) 447-9769 or email [email protected].
About Williams Financial, LLC
Williams Financial, LLC is an independent, fee-only registered investment advisory firm with offices in Massachusetts, New York, and Vermont. Since 2005, Williams Financial, LLC has provided comprehensive financial planning and investment management services to individuals, families, and small businesses. Our CERTIFIED FINANCIAL PLANNER® professionals specialize in comprehensive wealth management, retirement planning, tax strategies, and more. We pride ourselves on building long-term relationships with our clients and providing customized solutions to meet their financial goals.