How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Alan Williams
Owner, Investment Advisor Representative
(203) 949-1788
awilliams@williamstaxandfinance.com
Alan Williams is the owner and founder of Williams Tax & Financial Services in which started in 1993. Alan graduated from Quinnipiac University in 1986 with a Bachelor of Science degree in the field of Accounting. He holds several...
Erin Roberts
Wealth Management Assistant
eroberts@williamstaxandfinance.com
Justin Williams
Financial Advisor
jwilliams@williamstaxandfinance.com
Justin graduated from Bentley University and began his career consulting in financial services. Leveraging industry experience, he provides an insightful, analytical approach to financial decisions.
Olivia Collette
Investment Services Operations Manager
(203) 949-1788
ocollette@williamstaxandfinance.com
Olivia Collette is a recent 2018 graduate of Springfield College with a Bachelor of Science degree in the field of Marketing. She has been an integral part of our Tax Season Team for several years. In December of 2018, she joined us...
Rory and Layla
Office Greeters