Services

Advice • Service • Planning 

How we work at Colarossi & Williams:

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 unparalleled 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] Ranked 2nd based on total revenue - June, 2008, InvestmentAdvisor.com