2997 Shelburne Road
At Antoine Williams and Associates financial services, we are passionate about people and building relationships. It is important to us to help our clients make informed decisions when it comes to their finances. Our goal is to remove the stress inherent in managing your finances in all of life’s stages.
Our ClientsWe work with pre-retirees and retirees across the country; however, we specialize in helping: Divorcees, Doctors, Healthcare Workers, Educators, Executives, Inheritors, Small Business Owners, and Widow/Widowers.
Our ProcessWe help our clients prepare for retirement and retire confidently by using a consultative process that identifies where you are now, where you want to go, and what you need to do to get there. When you work with us, you gain access to our network of strategic alliances. Which includes: Accountants, Attorneys, Institutional Money Managers, and Insurance Specialists.We help our clients make smart short and long-term decisions that focus on their values, goals, risk tolerance, and diversification needs.
At Antoine Williams & Associates Financial Services, we seek to assist our clients in every aspect of their financial lives. We provide highly customized financial guidance and, by doing so, have earned a reputation for excellence in the financial services industry. Our goal is to help create financial stability and independence for each of our clients.Our fiduciary promise is the compass that guides us in our relationship with you. This promise ensures that we will not do anything for you that we wouldn’t do for ourselves or our family.
Our team of subject matter experts is committed to providing you with hands-on, personalized service. Not only are we knowledgeable, but we genuinely care about turning your retirement dreams into your retirement reality.We are committed to doing everything in our power to keep you on track so that your financial goals stay within reach. Our clients think of us as a player-coach; we keep you focused, advise you on financial decisions, and help you maintain a disciplined approach to realizing your dreams.
Our Guiding Principle
At Antoine Williams & Associates, we believe that education is the key to financial success. To succeed, you must have a good understanding of your finances. A clear understanding of what you have and what you need to do to reach your goals is vital to making prudent decisions that will affect your future financial condition.
Discover an array of services for all your financial needs.
Smart investing shouldn’t be confusing. Our diversified, goal-driven approach can help you stay on track toward achieving your goals regardless of market conditions. Learn more
You’ve worked hard for your money; now it’s time to enjoy the fruits of your labor. We can help take the mystery out of creating stable income streams in your retirement.Learn more
Creating an estate plan can be overwhelming. With our combined 50 years of experience helping clients prepare for wealth transfer, we help make that process as smooth as possible.Learn more
Managing the risk inherent to life can be tricky without a crystal ball. However, with the right insurance products, risk management can be simple and can help remove some of the fear of the unknown.Learn more
Put over 50 years of combined experience to work for you.
Curated articles, videos, and more, for a financially savvier you.
Client Service Associate
"Wealth is the ability to fully experience life."
- Henry David Thoreau
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Frugality includes all the other virtues."
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Once Upon a Goal