Financial Services

Trust is crucial when you’re planning for your future, and the future of your family.

Trust Bernard Williams & Company, Savannah’s partner in financial services and asset management since 1934. Our experience and dedication to the citizens of our community has established us as the company to depend on for sound advice and thorough planning for every phase of your life. Our financial specialists devote their time to truly listen to each client and prepare customized programs that take into account their needs, goals and dreams. At Bernard Williams & Company, it’s not just about the numbers; it’s about the people who depend on us every day for security and reassurance. It’s about lives well-lived.

At Bernard Williams & Company, we can find you the best possible investments and the most productive opportunities, while striving to protect the assets that ensure your financial health. As a family-run business, we treat your financial security like we would our own – because when you choose Bernard Williams & Company, you become part of our family.

Contact us today for a personalized consultation and more information on the many financial services options open to you. We’ll help you create the path to a secure future that you can walk with confidence.

Financial Services

Life Insurance Planning

Disability Insurance Planning

Business Succession Planning

Individual Retirement Planning and Annuities

Individual Health Policies

Estate Planning

Group Health

Self-Insured Plans

Level-Funded Plans

Group Disability

Group Life

Group Vision

Group Dental

Retirement Plans

Life, Health, and Financial Services Companies

  • American General (AIG)
  • American National
  • Aviva
  • AXA
  • Banner / Legal & General
  • Cincinnati
  • Genworth
  • Hartford
  • ING
  • John Hancock
  • Lincoln Benefit
  • Lincoln Financial
  • MetLife
  • Nationwide
  • North American
  • Principal
  • Protective
  • Prudential
  • SBLI (Savings Bank Life)
  • Transamerica
  • United of Omaha