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About Willington Financial |
Since 1990, Willington Financial has provided financial, tax and accounting services to individuals and businesses. We strive to offer a robust financial planning process that puts our clients' needs first as we create customized financial plans.
Our goal is to create a long-term plan that protects your needs now while also planning for the future, in a tax efficient manner. Together, our experienced team will work with you to build a solid and lasting financial structure that will grow and create wealth for you and your family. |
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General Information |
| Years of Experience in Financial Services: |
20
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| Number of Years with Current Firm: |
20
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| Work with the following types of clients: |
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations, Trusts
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| Name of Broker/Dealer: |
Cetera Financial Specialists LLC
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| Advisory Services Provided: |
Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CPA
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| Securities Licenses: |
Series 6, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
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Firm Information |
| Assets Managed by Advisor: |
$115,000,000
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Compliance |
| Criminal Disclosures in Last 5 years: |
I have a clean record
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
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| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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