Investment Adviser Representative
NC Life and Health Insurance License
Broker/Dealer: Cetera Advisor Networks
Chartered Retirement Planning Counselor℠
Eric Williford graduated from the University of North Carolina at Chapel Hill with a BS in Business Administration and received his MBA from East Carolina University. He holds the Chartered Retirement Planning Counselor (CRPC®) designation, which recognizes his unique skill-set and experience in helping clients with pre-and post-retirement needs, asset management, estate planning, and the entire retirement planning process. Using models and techniques from real client situations Eric is able to prepare you to go into retirement with greater confidence.
With over 25 years’ experience as a Financial Advisor, Eric designed Williford Financial Services to be singularly focused on bringing personal service and cost-efficient advising to individuals and families. He lives in Gastonia, NC with his wife Luellen and dog Zoe, and energetic Shorkie puppy. Eric enjoys working on home improvement projects, watching sports, volunteering with the Salvation Army, and spending time with his children and grandchildren.
Providing cost-effective planning & personal service is essential.
Williford Financial Services is focused on bringing personal service and cost-efficient financial guidance to individuals and families in Belmont, North Carolina and the surrounding areas. We provide you with effective planning and personal service by taking the time to understand your needs when it comes to planning for your future. Each plan we create is personalized with solutions to help manage your unique goals and financial needs.
Why Williford Financial
We are dedicated to building relationships with our clients and becoming a partner for trusted guidance during the financial planning process.
- We Listen To Your Needs
We need to learn all about your goals and needs and we do this through multiple meetings and conversations. We gather the information we need and honor the importance of your input. - We Analyze Your Financial Situation
We study your information to provide you with clarity and a comprehensive overview of where you stand and what areas of your finances need strengthening. - We Make Recommendations
We prepare a strategy and recommendations that target your specific goals and needs. - We Implement a Customized Plan For You
We work closely with you to implement a financial plan that is thoroughly explained and fully understood by you. - We Monitor Your Progress
As things change in your life and in the outside world, it is crucial to have periodic reviews of your plan. This helps keep you on course to pursue your short and long-term goals.