Customers describe the firm as knowledgeable, respectful, and responsive, noting that they provide ongoing education and treat clients like family. Reviewers frequently highlight the company's engaging seminars, social events, and professional communication, including weekly informational emails. While most feedback is positive, two low-star reviews indicate that the services did not meet specific client expectations.
Data from Google, last updated October 25, 2026.
Reviews from Google, shown as published (original wording, unedited).
My daughter is trying to interfere in my life after my husband passed away. Her father Williams Financial group has been nothing but kind smart respectful responsive. I’ve asked her to take the review down because it is totally untrue.
A friend of mine asked me to attend a seminar and I've been hooked since. Williams Financial Group is everything I wanted in a financial advisor. Stacia is knowledgeable, friendly, eager to work with you, and shares the same Christ-like values that I grew up with. It's nice to be able to sit across the table and talk with someone who understands your needs. The 1970's party was a blast. My husband and I enjoyed it very much. It got us out of our comfort zone, and we look forward to more of the same as we enter into our retirement years. As we continue our journey with WFG into 2025, we'd like to get to know George better. We haven't had the opportunity yet to sit down with him. As a soon to retire federal employee, I would like to know that I can count on him to know and understand my federal benefits. My experience and interactions with Joyce, Debra, and Sarah have been great. Thank you WFG for accepting Lawrence and I into your family. I look forward to many years of working with your team!
This company Is such a educational and fun and I went to 6 companies at that time and they were the only ones that made me want to say yes
EOY 70's party by the Williams Financial Grp...as always...Great time, great fun! Happy holidays!
Stacia & George are an absolutely wonderful couple who take pride in getting to know their customers and always making sure their needs are met. I've never had a financial institution that's truly treats you like family
I really appreciate the fact that they are very respectful, they don’t talk down to you. Very knowledgeable and they are continuously educating you. Not your typical one and done.
Great party with a great organization!! Williams Financial Group has done it again with a wonderful evening and fantastic food!
Wonderful event and wonderful people George and Stacia or 1st class.The Washams are thankful for the both of them.
Best at what they do, Williams Financial
Love all the work and attention WFG puts into taking care of our needs and giving us the financial advice to live a happy and fun life. Their dedication to helping families is remarkable and reflects the core values we share. And they celebrate their successes with the clients throughout the year.