Justin Williamson, Cfp®, Chfc® Email & Phone Number

New York, Ny, Us

I have a successful track record of providing my clients with effective financial management so they can achieve their goals and build upon their financial freedom. I focus my efforts on your priorities and interests, placing a great importance on your financial outcomes. For over 13 years, I have been helping my clients with financial planning strategies including retirement planning and Life and Health insurances. Not only do I have the experience and skills; knowledge, communication, critical thinking, and relationship-building, but am surrounded by an A+ team of financial professionals and support staff who are intelligent, motivated and empathetic team members. We operate at maximum efficiency by delegating tasks to the person who excels in certain specific areas. In addition, I place great importance on continuing education and obtaining professional designations. I pride myself in being able to take extremely complicated concepts and making them easy to understand, creating a plan of action that will help make a difference in my client’s lives.I am strongly motivated by helping my clients to achieve financial freedom and avoiding the major pitfalls of personal finance, seeing the people that I mentor hit their goals and grow professionally, giving back to the community that I live in and achieving success and mastery in my own field. Whatever short and long-term goals you may have, the secret to attaining those goals hinges on proper planning, implementation, and effective execution – as well as the ability to make informed confident decisions.Disclosures: https://www.yourfortunewealth.com/

Education record

Education record