Williams Financial Advisors - San Juan Capistrano, California

Address: 30200 Rancho Viejo Rd Suite G, San Juan Capistrano, CA 92675.
Phone: 9494962521.
Website: williamsfinancialadvisors.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Williams Financial Advisors

☎️9494962521

⏰ Open Hours of Williams Financial Advisors

Monday: 8:30 AM–5 PM
Tuesday: 8:30 AM–5 PM
Wednesday: 8:30 AM–5 PM
Thursday: 8:30 AM–5 PM
Friday: 8:30 AM–5 PM
Saturday: Closed
Sunday: Closed

Williams Financial Advisors is a highly reputable financial planning firm located at 30200 Rancho Viejo Rd Suite G, San Juan Capistrano, CA 92675. With a phone number of 949-496-2521, and their website available at williamsfinancialadvisors.com, they have established a strong online presence to cater to their clients' needs.

The firm specializes in financial planning, ensuring that their clients can achieve their long-term financial goals with confidence. Among their various services, they offer personalized financial strategies to help individuals navigate through different stages of life, from saving for retirement to planning for their children's education.

What sets Williams Financial Advisors apart is their commitment to providing exceptional customer service. They understand that every client has unique financial needs, and they work closely with each individual to develop tailored solutions. In addition to their financial planning expertise, the firm is also committed to accessibility, offering wheelchair accessible entrance, parking lot, and restrooms. It is recommended to make an appointment before visiting the office for a more personalized experience.

With a 5-star rating based on 5 reviews on Google My Business, the average opinion of their clients is overwhelmingly positive. Clients praise the firm's professionalism, personalized approach, and their ability to help them achieve their financial goals.

👍 Reviews of Williams Financial Advisors

Williams Financial Advisors - San Juan Capistrano, California

Richard E.

5/5

I have worked with Williams Financial Advisors for over 40 years. I have known Ken Williams for nearly 50 years. When he started his company in 1978. I reached out to Ken regarding managing my parents finances as they entered their senior years. He did a tremendous job helping them over the years. He advised them, and most importantly he was 'present' with them each step of the way. My Mother lived to be over 100 years old ...and she always trusted Ken and his team. It was never about a fee...or revenue it was ALWAYS about Service. I personally worked with Ken, James, and Paul in assisting me on a couple of investments as well over the years. After I retired in 2016 I too moved my entire Financial Portfolio to the people that I trusted the most. Williams Financial Advisors. Whether you have modest or robust financial resources, William Financial Advisors is a firm that is built on TRUST, SERVICE, INTERGRITY, and PERFORMANCE. I can recommend them to you unconditionally.

Richard D. Elder
Morrison, Colorado

Shawn W.

5/5

My husband and I have been working with Ken and Paul and the rest of their staff for a number of years and have been extremely pleased with their work, their experience, and their depth of knowledge. We have 4 in depth conference calls per year to review our portfolios, but they are always available to discuss any questions we may have at other times throughout the year. Communication is great - phone calls, emails, and texts are answered promptly. Our portfolios have done exceptionally well, thanks to their recommendations and expertise. We would highly recommend their services.

William G.

5/5

Ken Williams, a close personal friend, has been my family’s financial advisor for decades. Importantly, he has assembled a professional team, including his sons James and Paul, to enhance and expand upon the fantastic, personalized service his firm provides. If you are looking for true financial ADVISORS, and not just portfolio caretakers, Williams Financial should be your choice. They listen closely, and always keep in mind your financial goals and risk tolerance.

Robert H.

5/5

Ken, Paul, and James Williams as well as their staff have been my financial advisors and close friends for over forty years. Their expert , innovative , and comprehensive advice has enabled me to grow my asset base continuously during that time and to weather three significant downturns in the financial markets. They are highly valued professional guides and friends that provide me and my family with a secure future. Robert Hansen

Goldyn E.

5/5