Williams Financial Services Corporation

If you have been pleased with the service and performance of our professionals, would you be willing to refer a colleague who may benefit from what our firm has to offer?

Williams Financial Services Corporation (WFSC) is currently seeking successful individuals and small businesses in the Baltimore-Washington region to become new clients. Specifically, do you know someone who is preparing for retirement, planning to marry, expecting a baby, new to the area or is looking to make a change in CPA or financial advisor?

Referrals are an essential part of growing our practice. We are very grateful for any referrals and for your vote of confidence in our firm. We promise to contact your colleague promptly to discuss their personal and professional needs. We respect your privacy, and the information given will be treated as confidential.

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4000 Mitchellville Road, Suite, B226 Bowie, Maryland 20716 | p: 301.805.5538 | f: 301.805.0124 | info@kqwcpas.com
Securities & Investment Advisory Offered Through H. Beck, Inc., Member FINRA, SIPC | Williams Financial Services Corporation and H. Beck, Inc. are unaffiliated. H. Beck, Inc does not offer tax/accounting services. Williams Financial Services Corporation currently has individuals licensed to offer securities in the states of AZ, CA, CO, DC, FL, MD, NC, NY, PA, SC, and VA and insurance products in the states of AZ, FL, MD, PA, and VA.  This is not an offer to sell or solicit securities in any other state or jurisdiction.   However, if you reside in a state other than a state listed, please inform us.  Proper licensing must be obtained before advice is offered.