Client Services PDF Print E-mail

The WFG Client Services Group provides operational support to our brokers and advisors. Qualifying advisors are assigned a dedicated Client Services Manager.

Some of their responsibilities include:

  • Timely and accurate account transfers
  • Account openings
  • Account servicing

 

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Contact Us

800.225.3650
972.661.8700

Williams Financial Group
2711 North Haskell Avenue
Suite 2900
Dallas, TX 75204