Products and Services

A Comprehensive Selection

Williams Financial Group has built our reputation on offering a comprehensive selection of businesses, services and support to provide our independent Financial Professionals with flexibility, and autonomy in working towards meeting their client's goals and objectives.

Businesses:


WFG Equity Partners Inc.

WFG Equity Partners Inc. a subsidiary of Williams Financial Group Inc., offers wealth management opportunities to accredited investors through private placements and a diverse inventory of alternative investments. Past offerings include:  diversified sectors such as oil & gas, REITS, Secured / Mezzanine Debt, Medical Care, Hedge Funds, and Managed Futures.

WFG Insurance Services Inc.
WFG Insurance Services Inc., a subsidiary of Williams Financial Group Inc., is a licensed insurance agency providing a wide variety of insurance products and services.


WFG Advisors, LP

WFG Advisors, LP is a subsidiary of Williams Financial Group Inc., and an SEC registered investment advisory firm. WFG Advisors provides fee-based wealth advisory and retirement services that include: wrap accounts, advisor directed or third party-managed accounts, asset allocation and portfolio reporting. tax trust, estate and financial planning services.


WFG Investments, Inc.
  a subsidiary of Williams Financial Group Inc., is a registered broker - dealer and a member of FINRA and SIPC. In addition to serving as a registered broker - dealer to process transactions, WFG Investments Inc. offers a comprehensive range of products, including stocks, bonds, options, mutual funds, unit investment trust, Alternative Investments, CDs, 401Ks, IRAs, 529 Plans and cash management with check writing and credit card services, online bill pay, and electronic funds transfers.

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