Chelsea Williams-Financial Advisor
Chelsea Williams-Financial Advisor

Chelsea Williams-Financial Advisor

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Zip code
Annual income

Responds within a day

Introduction: I am the Financial Advisor that is dedicated to making sure you and your family have a secure future. For the expected and unexpected events that can occur, just know you're in the right hands. Why Me? I focus on client relations to make sure your experience is that of any family but professional enough to keep you secure. *I am an Independent Contractor that works under Northwestern Mutual** Why Northwestern Mutual? When people feel better about their money, good things happen – they become more confident and feel more secure. Taking away the everyday financial stress that most people experience helps them breathe easier, sleep better, and feel happier. Why Start Now? Planning Financial future is all about timing. We make sure you're properly and strategically taking steps to get you financially secured so that you are not faced with financial regret. My team and I focus on comprehensive planning that includes risk management, wealth accumulation, portfolio diversification and tax reduction strategies.
Overview

Hired 11 times

Serves Houston, TX

Background checked

2 employees

2 years in business

Payment methods

Credit card

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

Featured Projects

2 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

8 reviews

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Read reviews that mention:


pro avatar
Gloria C.
6 days ago
·

Hired on Thumbtack

Hired on Thumbtack

Working with Chelsea has been great from the start! She’s helped me gain a great amount financial knowledge in a short amount of time. I’m looking forward to growing further as we continue to work with each other. I would definitely recommend her to anyone who is unsure about finances and looking to get started. She’s down to earth and willing to help you where ever you’re!
Personal Financial Planning
pro avatar
Todae C.
Nov 15, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Chelsea is one word “dedicated”. She desires and wants what’s best for her customers. She does not make you feel obligated or pressured. You will definitely walk away educated and have the ability to make an informed decision immediately. From one customer to a potential customer, I encourage you to invest in yourself, this is real… for we do not know what tomorrow will bring. May God bless each and everyone of you as you work towards financial freedom and stability.
Personal Financial Planning
pro avatar
Chi Z.
5 days ago
·

Hired on Thumbtack

Hired on Thumbtack

I’ve been meeting with Chelsea for the past few months and she has been extremely helpful! As a new college grad navigating my finances with my first job has been difficult. Chelsea has helped me with budgeting, figuring out where I am overspending, as well as my short and long term expenses. She is very attentive, personable, and punctual. I definitely recommend scheduling a meeting with her!
Personal Financial Planning
pro avatar
Merci T.
Nov 29, 2021
·

Hired on Thumbtack

Hired on Thumbtack

We just started working with Chelsea but she came on the call ready and prepared to help us with our finances and she really understood what the vision is and laid out how she could help us achieve that
Personal Financial Planning
pro avatar
Destiny W.
Sep 10, 2021
Chelsea does a great job of putting me on the right track to improve my financial outcome and help me plan ahead for the future. I love that she is open to discussing my finances and putting me in a better financial spot.
Credentials
Background Check

Chelsea Williams

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Consultations are Free. There are fees for certain accounts/services that are charged when doing business with me.

  • What is your typical process for working with a new customer?

    Usually I schedule a 45 minute conversation, to build a relationship and see what our goals are to assist you. From there I get back with my team to put together a plan that is specific to that individual, Which will be presented in the second meeting. Moving forward we meet as needed, depending on the clients needs.

  • What education and/or training do you have that relates to your work?

    Bachelors in Accounting and Finance Texas A&M University- Kingsville Northwestern Mutual Training Life Insurance License

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