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Turley, Redmond & Rosasco, LLP
Distance: 0.7 Mi3075 Veterans Memorial Hwy.
11779 Ronkonkoma -
Buckingham Badler Associates, Inc.
Distance: 0.9 Mi1717 Veterans Memorial Hwy
11749 Islandia -
American Capital
Distance: 2.6 Mi490 Wheeler Rd Ste 106
11788 Hauppauge -
Design Capital Planning Group
Distance: 3.6 Mi122 Route 111
11787-3715 Smithtown -
Branch Financial Services, Inc.
Distance: 3.9 Mi50 Route 111 Ste 206
11787-3700 Smithtown
Description
With over twenty years experience in the financial services industry, Thomas Williams has earned a reputation as a highly respected and experienced financial planner. Mr. Williams received his C ERTIFIED F INANCIAL P LANNER ® mark in 1994 from the College for Financial Planning in Denver, Colorado. Additionally, he is also a member of the Financial Planning Association.
Through the Code of Ethics, CFP practitioners agree to act fairly and diligently when providing you with financial planning advice and services, always putting your interests first. The Code of Ethics states that CFP ® practitioners are to act with integrity, offering you professional services that are objective and based on your needs. They are required to provide you with information about their sources of compensation and conflicts of interest in writing, and must keep personal details obtained while working with you confidential.