Will McWilliams is my financial planner at this office. He keeps himself abreast of financial trends in order to plan the best investment strategies. He explains his rationale for the plan every step of the way. He’s also very interested in hearing investment ideas from the customer.
He is always responsive to email and phone calls.
I highly recommend him and this office.
Will McWilliams is my financial planner at this office. He keeps himself abreast of financial trends in order to plan the best investment strategies. He explains his rationale for the plan every step of the way. He’s also very interested in hearing investment ideas from the customer. He is always responsive to email and phone calls. I highly recommend him and this office.