Rand, Williams & Associates, LLC is an independent financial planning and investment management firm committed to your financial well-being. As CERTIFIED FINANCIAL PLANNER professionals, we are prepared to address all areas within the discipline: cash flow, insurance/risk management, tax, retirement, college and estate planning.
Rather than chasing the next dollar we have the luxury of working with individuals who share our common values. We utilize long-term investments and comprehensive planning to help our clients achieve their financial objectives. We continuously strive to provide exceptional service and take pride in the close relationships we have forged over the last thirty years.
Rather than chasing the next dollar we have the luxury of working with individuals who share our common values. We utilize long-term investments and comprehensive planning to help our clients achieve their financial objectives. We continuously strive to provide exceptional service and take pride in the close relationships we have forged over the last thirty years.
Services
Planning for the future can be daunting, and we understand the challenges. Our team of Certified Financial Planners provides expertise in retirement and estate planning; investment management, insurance and tax-reduction strategies. We create tailored financial plans that cater to the needs, timeline and risk tolerance of each individual.
Highway One southbound merge onto Monterey Salinas Hwy/CA-68 E via EXIT 401B toward Salinas. Turn left onto Olmsted Rd. Take the 1st left onto Garden Rd. Take the 1st left onto Garden Ct. Our building is the 3rd driveway on the right and you will see our building "60" immediately on your left. Highway One northbound merge onto Monterey Salinas Hwy/CA-68 E via EXIT 401B toward Salinas.
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