Advice · Service · Planning

Trust, integrity, and a long-term commitment to the client are what make our firm special. At Colarossi & Williams, we offer professionalism and outstanding service to high net worth individuals as well as small to medium size corporations.


We are representatives of NFP Securities, Inc. (NFPSI). NFPSI is recognized as one of the leading independent broker dealers.1 They support independent financial professionals in an environment free of the pressures of having to offer proprietary products. In addition, they provide our firm with 1st class service and cutting edge technology that allows us to offer our clients quality in financial products and services.

 

At Colarossi & Williams, we are able to choose from a broad array of financial resources. In doing so, we take a holistic approach to a client’s planning needs, bringing together new ideas, professional experience and knowledge to work for the benefit of the client. We believe that our independence can mean a world of difference when planning for your future.

Our services include:

Individual Services

Financial Planning

Investment Analysis

Asset Management

Estate and Legacy Planning

College Planning

Retirement Planning

Tax Planning

Insurance Planning

Distribution Planning

Business Services

Succession and Retirement Planning

Key Executive Benefits

Deferred Compensation

Executive Bonus

Qualified Retirement Plans

Employee Group Benefits

Employee Educational Seminars

    

[1] Based on total revenue (2009) - Investment News, April 2010