152 Liberty Corner Road,
We are focused on providing full financial services to professionals, businesses, individuals, and families.
Through a face-to-face approach, our representatives provide financial solutions by working toward fulfilling your financial needs and goals.
Our strength comes from our experience with a broad array of financial strategies, products, and services. When we implement these effectively, we can assist our clients in growing and protecting their wealth. We provide a team approach by combining the experience and expertise of our representatives to help find the best plan of action that meets your objectives. As Financial Service Representatives, we have achieved industry designations such as CFP®, ChFC®, LUTCF, CASL to provide a level of knowledge that is vital in today’s investment world.
The Fortune & Williamson Team is advantaged to continue its evolution in the financial services industry and grow lifelong professional relationships that have been the foundation of our success.
Financial Services Executive, Financial Advisor, Investment Advisor Representative
Financial Planner, Investment Adviser Representative
Financial Services Representative, Investment Adviser Representative
Financial Planner, Investment Advisor Representative
Financial Services Representative
Financial Advisor, Investment Advisor Representative
Personal Assistant to Justin L. Williamson & Alec C. Hardy
Investment Operations Coordinator
Personal Assistant to Richard A. Fortune & Alfred Anke
Client Service Coordinator
VP, Financial Planning
VP, Advanced Markets
VP, Retirement Planning Solutions
VP, Risk Management
VP, Worksite Benefits