About WILLIS FINANCIAL SERVICES, INC.
WILLIS FINANCIAL SERVICES, INC. is a leading financial services firm that has been helping clients achieve their financial goals for over 20 years. The company provides expert financial advice and solutions to individuals, families, and businesses. With a team of experienced advisors and a wide range of services, WILLIS FINANCIAL SERVICES, INC. is dedicated to helping clients make informed financial decisions.
How the Advisor Helps Clients – Key Takeaways:
- Provides expert financial advice and solutions
- Offers a wide range of financial services
- Assists clients in achieving their financial goals
- Delivers personalized solutions tailored to each client’s unique needs
- Gives unbiased and objective advice
Facts and Insights
WILLIS FINANCIAL SERVICES, INC. has a strong track record of success and has built a reputation as a trusted financial advisor. Some key insights about the company include:
- Over 20 years of experience in the financial services industry
- Assets under management: $500 million
- Number of advisors: 25
- Provides services to clients in the United States and globally
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | Over 20 years |
Financial Services Offered
WILLIS FINANCIAL SERVICES, INC. offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services provided by the firm include:
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth management
- Business planning
Client Types:
The firm caters to a wide range of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Closely held businesses
- Corporate executives
- Professional athletes
- Non-profit organizations
Fees & Compensation:
WILLIS FINANCIAL SERVICES, INC. operates on a fee-based model, which means that the firm charges a fee for the services it provides, rather than earning commissions from the sale of financial products. This model ensures that the firm’s advisors have the client’s best interests in mind and eliminates any conflicts of interest.
Background:
WILLIS FINANCIAL SERVICES, INC. was founded by John Willis, a highly experienced and knowledgeable financial advisor. With over 30 years of experience in the financial services industry, John has built a team of top-notch advisors who share his commitment to providing exceptional service to clients. The firm is based in New York and has a presence in major cities across the United States.
Financial Advisor Disclosures to Know:
As a registered investment advisor, WILLIS FINANCIAL SERVICES, INC. is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record with no disclosures to report. This assures clients that they are working with a reputable and trustworthy financial advisor.