Williams Financial Group, LLC.

07/21/2023

Thank you to all of our clients, friends and family for taking the time to vote Williams Financial Group the best investment banker/financial advisor in Mobile and Baldwin county.

11/02/2021

Good morning,

As many of you know, the Medicare Annual Enrollment Period (AEP) is from October 15 to December 7. During this time, you have opportunity to review and or switch to a new Medicare plan, which will take affect the following year on January 1.

We would like to introduce a complementary service we are making available to WFG clients this year.

We would like to introduce you to Jeanne Funk. Jeanne is not affiliated with Williams Financial Group but is an independent Medicare representative we have trusted in recommending to our clients over the years.

If you have questions about your upcoming Medicare options or would like to review your current plan, please feel free to contact Jeanne at 251-377-6931 or email her at [email protected].

We hope you have a great week!

08/09/2021

08/11/2020

We hope that all of our friends and clients are doing well during this time. We want to thank each and every one you for taking the time to vote for us during the 2020 Nappie. This is our 3rd year in a row of winning the award for best investment banker/financial planner. We couldn't have done it without you.

The 2020 Lagniappe’s Nappie Award for Best Investment Banker/Financial Planner in the Shopping & Services Category (“the award”) is based on the top voted Investment Banker/Financial Planner contestant. Williams Financial Group (WFG) was nominated for the award by the general public. Each year, Lagniappe newspaper recognizes the top individual or business in a variety of categories, including Nightlife, Politicos, Professional Services and Retail, Shopping and Services: Beauty, Health, and Wellness, Music, Media, Kids, Eats and Drinks, City Life, and Arts. Each category subdivides into their own list of categories. Each subcategory has five finalists, which are voted on by the public. To be eligible for this nomination, the public had to cast their votes by June 28th, 2020. This year the firms fall under the following category: Shopping and Services: Professional Services and Retail, with a subcategory of Best Investment Banker/Financial Planner. The award may not be representative of any one client’s experience because the award reflects a sample of all of the experiences of the adviser’s clients. The award does not imply a certain level of skill or training and is not indicative of WFG’s future performance. WFG did not pay a fee to participate or to receive recognition on this list. ACA-2008-19

06/19/2020

We had a blast for our 2020 fishing trip. The weather was perfect and the fish were biting. We can't wait for next year!

08/08/2019

It was a great turn out for the Cheers for Children event this year. Cheers for Children is an annual event to raise money and awareness for the Child Advocacy Center in Mobile, AL. Thank you to all who came out to support the center and children!

07/30/2019

Nappie Awards 2019- Thank you again to all of our supporters.

07/25/2019

We would like to thank each of our supporters for voting for Williams Financial Group. We are your 2019 Nappie Award winner for Best Investment Banker/Financial Planner.